How to Access the Billing Overview in Kidsday

Managing invoices efficiently is crucial for nurseries to maintain smooth operations and ensure financial transparency. The Billing Overview feature in the Kidsday app provides administrators with a centralized place to manage all invoices, helping to track payments and outstanding balances effectively.

Key Features on the Billing Overview Page

Visual Chart for Open and Paid Invoices

• • A clear chart displays the total number of open and paid invoices, providing an at-a-glance understanding of your nursery's financial status.

1. Balance Sheet

   • View the overall financial summary, including:

     • Draft: Invoices that are saved but not yet sent.

     • Open: Invoices that have been sent and are awaiting payment.

2. List of Children with Invoice Details

   • Easily access individual children’s invoicing statuses, categorized by draft, open, and balance amounts. This ensures you can follow up or address specific payment issues as needed.

3. Activity Section

   • Located on the right side of the page, the Activities section shows the latest updates related to invoices. This includes actions like newly created drafts, sent invoices, and recorded payments.

By consolidating all billing information in one place, kidsday makes it easier for nursery administrators to handle payments, track overdue invoices, and stay updated with the latest financial activities. This streamlined approach saves time and reduces the potential for errors, allowing administrators to focus on providing high-quality care.