How to Activate and Automate Billing Plans in Kidsday

Activating and automating bills in kidsday is an important step to save time and streamline administrative processes in kindergartens and childcare centers. By using this feature, you eliminate the need to manually create and send invoices every month, allowing administrators and educators to focus more on children's care and development.

Follow these simple steps to activate automatic billing:

Step 1: Locate the Child and Open Plan Management

1. In the left-hand side menu, click on the Billing option.

2. In the top navigation, select Billing Plans 

3. A list of children will appear. Use the "Search by name" bar to find the specific child.

4. Click the Manage (Menaxho) option next to the child's name to open the configuration window.

Step 2: Fill in the Plan Period and Products

Once the form opens, fill in the following details:

• Plan Period (Periudha e planit):

  • Plan Number: Automatically generated (e.g., CON/2026/0001).

  • Billing Starts: Enter the date when the child starts daycare or when the contract begins.

  • Billing Ends: Enter the end date (e.g., at the end of the school year or after a 6-month contract period).

• What is Billed:

  • Under Product, select the service or package (e.g., Monthly Stay, Food, etc.).

  • Set the Collection/Period (Inkasimi) and the Price.

Step 3: Enable Monthly Automatic Billing

This is the key step to eliminate manual work:

1. Scroll down to the Billing Schedule section.

2. Toggle the switch to Enable monthly automatic billing.

3. A drop-down menu will appear. Select the exact day of the month you want the system to automatically generate the invoices:

   • E.g., "Day 1 of every month", "Day 5 of every month", etc.

Note: Whichever day you choose, the invoice will automatically and consistently generate on that exact day every month throughout the contract period.

Step 4: Save or Activate

At the bottom right of the screen, choose one of the two options:

• Click Save Draft if you want to review it later.

• Click the blue Activate Plan button to instantly launch the automation.