To ensure all dates for a particular Season have been captured and invoiced, it can be helpful to view a list of uninvoiced scheduled dates for a Program's school year contracts. For those using the Child Care Attendance app, you can also view a list of uninvoiced attended dates. Once you have that information, you can communicate with those families and create individual or a mass invoice that captures that uninvoiced tuition.
Use the following steps to generate that list:
- Point to Child Care.
- Select Contracts.
- Select View All or close the search box to a list of contracts.
- Select the Advanced Search tool (on the top right with the magnifying glass icon)
- On the left, change the word Choose to be Uninvoiced Scheduled Dates (if using the Child Care Attendance app, Uninvoiced Attended Dates)
Two filter drop-downs will be displayed.
- Select the desired filter as defined below:
-
- Is (=) - Is equal to the value listed after it. This can be used to find contracts uninvoiced for a single scheduled date.
- Is not (≠) - Is not equal to the value listed after the operator. Used to find contracts that have attended dates that have not been invoiced that are not on a specific date.
-
- Select the second filter as defined below:
-
-
- Exactly (=) - Is/Is not exactly the value listed after the operator. Used to find the exact date that a contract has not been invoiced for, or is not the exact specified date.
- Before (<) - Is/Is not before the value listed after the operator. Used to find contracts that have attended dates that have not been invoiced that are before a specific date, or is not before a specified date.
- After (>) - Is/Is not after the value listed after the operator. Used to find contracts that have attended dates that have not been invoiced that are after a specific date, or is not after a specified date.
- Between (inclusive) - Is/Is not between the provided date values listed after the operator. Used to find contracts that have attended dates that have not been invoiced that are between two specified dates, or outside of the specified dates.
-
-
- Select the Calendar icon to select a date/s or type the date/s in the text box and select Enter.
The list view updates with the results for the advanced search. - Select one of the Plus icons on the right to add additional filter to the advance search.
- Change the Choose drop-down to reflect Program and select the desired one.
- Select the first filter, as defined below:
-
- Is (=) - Is equal to the value listed after the operator. Used to find a specific contract.
- Is not (≠) - Is not equal to the value listed after the operator.
-
- Select the desired program from the program filter drop-down menu.
The list of contracts with uninvoiced dates within the program are displayed. - The results can be further refined by adding filters to the advance search, such as viewing a specific season or child care site.
Once you have this list, use the steps in this article to run the Email Address Export to notify parents before new invoices are generated.