Create Service Invoices 

How to Invoice for One Billing Period. 

Learn how to invoice for one billing period (i.e., monthly invoice OR 20-day billing period for Manitoba) 

NOTE:  When choosing Billing Mode – You have the option to pre-invoice (i.e.at the beginning of the billing period)  

NOTE:  If you choose to do Post Billing – invoice at the end of the period based on your actual attendance 

NOTE:  If you have pre-billed, you can choose to do an Adjustment Invoice at the end of the period, and it will pick up all adjustments throughout the month (i.e., additional days) 

FOLLOW THESE STEPS:  How to create service invoices:  

1. Select Accounts Receivable.  

2. Select Billing.  

3. Select Invoice Services.  

4. Select a Billing Mode = Pre-billing schedule.  

5. Select a Customer Statement Period = The billing period to be invoiced.  

6. Select a Location = Location to be invoiced.  

7. Select a Payer Contact = ** ONLY IF the user wants to isolate a contact.  

8. Select GO.  

9. Review invoices for accuracy: 

• Selecting the edit pencil will allow the user to view all payers’ invoices. This could include Subsidy, or any Grants should the child qualify.  

10. Once the invoices are ready to be posted. Select the “POST” button. 

11. Repeat for all locations.