Eleyo's advanced search feature helps you easily find the child care contracts you want and create a mass invoice for those contracts in one place.
To create a Mass Invoice go to the Child Care > Contracts page within the Admin Dashboard.
- In the Contracts pop-up, use the search box to look for a specific contract, otherwise click View All or close the search box to see your full list of contracts.
You can use the Advance Search tools to filter the list to find your desired contracts. - Select the checkboxes for the desired contracts.
To select all displayed contracts, select the checkbox in the header. - You can invoice a single contract, or any specified group of contracts.
- Using Advance Search filters, you can include any un-invoiced charges from the previous invoice cycle.
- Click Mass Invoice in the menu panel on the right.
The Child Care Mass Invoicing screen displays.
- Select a First Date and Last Date to indicate the timeframe the invoice will cover.
- Select a Due Date for the invoice.
- Choose if you would like to send an email to paperless accounts, or if you would like to include a reminder message.
- Once complete, click Preview Invoices.
The Preview for Mass Invoicing screen is displayed.
- Review the details and select Create Invoices if everything looks correct, or Cancel if you need to make changes.
Note: When a mass invoice is being created, do not attempt to stop or refresh the invoice. Please contact Support if you have questions about a mass invoice that is in progress.