Option to automatically send invoices when they are finalised
It is now possible to email invoices automatically when you finalise them, there are two settings that needs to be turned on in the system.
1. Settings – Edit Centre, Invoice settings tab – enable the setting Email invoices automatically
2. Under the Child account > Accounts and Fees tab – enable the Invoice by Email setting
How does it work?
When the invoice(s) are finalised, you will see the email popup with the parent names whose email setting has been turned on. Proceed onto emailing them the invoices. This will a. Finalise the invoice and b. email them out in one go.
The invoices emailed out from the system will now have a Sent stamp next to them.
If you wish to exclude parents from automatically receiving the invoices by email then do not mark their email option on (Account and Fees tab).
When finalising invoices, only the parents who have been selected for email delivery will be listed in the popup.
Re-design of Staff/ Educator page
There is a new look to this page!
A lot of effort has been undertaken to revamp this page along with the code optimisation for a better experience. The (really long) page has now been divided into 5 easy to access tabs – About, Qualifications, Checks, Employment, Account.
Create Roster and Recording Contact hours pages
Again, a lot of efforts have gone into
• Speed optimisation
• Bigger roster area and better placing of all the smarts
There’s a new orange colour introduced to display the Relievers in the system.
The roster interval duration will now be controlled from the Centre settings page.