Finances: frequently asked questions

Quick answers about invoicing, drafts, partial payments and hidden amounts.

Finances: frequently asked questions

Why is a child not being invoiced?

Children who are not on a billing plan are not invoiced automatically. Check Plans › “children are not on a plan yet” or Balances › No plan, and click Set up billing.

Why can’t I send an invoice?

The child has no active guardian with an email address. Add a guardian in the child’s profile, or save the invoice as a draft.

Can I review plan invoices before they go out?

Yes. Switch off Auto-send generated invoices on the plan – invoices are then created as drafts for you to review.

How do I record a partial payment?

In Log offline payment, tick the invoice and edit the amount applied to it.

Why are amounts blurred?

Amounts are hidden for privacy. Click Amounts hidden to reveal them, or enter the reveal code if one is set in Settings › Privacy.

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