What’s New
Send Invoices to Multiple Contacts
Based on popular demand, now you can send a child’s invoice to multiple contacts. Here’s how it works:
- Enable the Receive Invoices option for the contact
Head into the Child record > Contacts > Edit contact > Turn Receive Invoices option ON > Update Contact > Update Child record
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Email Invoice
When emailing an invoice, the additional contact’s details will automatically appear alongside the payee details.If you want to remove the additional contact from the email, simply click on the “x” icon.
Note: If a contact is both a payee for one child and an additional contact for another, we recommend removing the email address from the “additional contact” entry. This ensures invoices for one child aren’t mistakenly sent to another.
Send Invoice List & Payment List
If a parent requests for a list of invoices or payments, you can now send one easily.
For Invoice List:
- Navigate to the Invoices page.
- Use the filters to select the Child and Payee.
- Click Email List to send the details.
For Payment List:
- Navigate to the Payments page.
- Use the filters to select the Child and Payee.
- Click Email List to send the details.
Important Notes:
- If no child or payee is selected, the popup will show the Centre Admin’s email when you click Email List.
- Selecting a child without a payee will still default to the Centre Admin’s email.
- To use this feature correctly, make sure to select both a child and a payee.