To create a Mass Invoice for a Child Care Program, follow the steps below:
- Point to Child Care.
- Select Mass Invoices.
- Select Create Mass Invoice.
- Complete the Mass Invoicing form. If you are excluding any tagged accounts (County Assistance, scholarship, etc), be sure to verify the tags in the field Don't Run Invoices for Accounts that are Tagged. Also be sure to update the Reminder as it automatically populates with information reflected from the most recent Mass Invoice that was generated. If it is the final mass invoice for a Season, it can be helpful to include current contact information for how and where to direct any invoice questions (in case staff levels change during breaks, between school sessions or over the summer).
- Select Preview Invoices. Review the details on the invoice including the details in the Reminder field and Invoice Due Date.
- Select Create Invoices.
- Select View Results from the green dialog box to see the details about this specific Mass Invoice along with the list of invoices that were created.
Important Note: When a mass invoice is in the process of being created, it is not recommended to attempt to stop the mass invoice. Please contact Support if you have questions on a mass invoice that is in progress.