Menu
  • Helpguide
  • Release notes
  • FAQ’s
  • Helpguide
  • Release notes
  • FAQ’s

Fee Setup & Invoicing

home/Knowledge Base /Invoices and Payments
Popular Search:Submit RS7 Return, Adding a child record

How to finalise invoice and receive payments

211 views March 24, 2022 March 25, 2022 Juniorlogs Team 0

From the left menu, access Finance and accounts > Accounts > Go to the Invoices tab.

The invoices automatically generated by the system will be in Draft Status by default.

To Finalise Invoices:

  • Select the checkbox for one of the Draft invoices.
  • Click on Finalise Invoices button.

Or to do it in bulk:

  • Click the Invoice number checkbox and select the Draft checkbox and click on Finalise Invoices button.

finalise invoices

  • The invoices in Draft status will change to Awaiting payment status
  • Select the Email option to email the invoices and receive payments from parents.

To receive payments:

  • To pay an invoice, select the checkbox of the finalised invoice then click the Receive Payment and fill out the fields.
  • We can apply payments to finalised (Awaiting payment) invoices only.

This pop-up will show you if the payee is in credit as well.

 

You can also finalize the draft invoices generated automatically after creation. Go to the Settings left menu > Edit Centre > Invoice Settings. Tick the ‘Finalize invoices automatically’ option.

Was this helpful?

Yes 1 No
Related Articles
  • How to edit invoices that have payments allocated to them
  • How to apply fees to children
  • How to process refund payments
  • Bond payments
  • Transaction list report/ Account statements
  • How to update/recreate paid invoices?
Leave A Comment Cancel reply
*
*


Invoices and Payments
  • How to edit invoices that have payments allocated to them
  • How to finalise invoice and receive payments
  • How to process refund payments
  • Bond payments
  • Transaction list report/ Account statements
View All 25
Popular Articles
  • How to add WINZ details to an account
  • Transaction list report/ Account statements
  • How to add contacts to a child (Parent/Caregivers/Guardians, Emergency contacts, Additional contacts)
  • Adding Health and Immunisation details
  • Xero Integration
KB Categories
  • Accounts and Fees
  • Attendance
  • Booking
  • Children
  • Dashboard Widgets
  • Fees and WINZ
  • Form Builder
  • Funding
  • Getting Started with Juniorlogs
    • Attendance Marking
    • Children
    • Enquiry Management
    • Fee Setup & Invoicing
    • Getting Started
    • Roster & Contact Hours
  • Home based
  • Invoices and Payments
  • Kiosk Mobile Application
  • Message Centre
  • MOE
    • ECE Returns
  • OSCAR Children
  • Reports
    • Booking & Attendance
    • Centre
    • Children
    • Finance
    • Kiosk Reports
    • MOE
    • OSCAR Reports
    • Staff
    • WINZ
  • Roster and Contact Hours
  • RS7 Return
  • Settings Module
  • Staff & Educators
  • Troubleshooting
  • Privacy Policy
  • Terms of Use
  • © 2021 Juniorlogs Team. All Rights Reserved.