FAQ: How to Review Invoices

To begin reviewing invoices, you’ll need to generate them: 

1. Navigate to: Accounts Receivable > Billing > Invoice Services. 
2. Select the following: 
   • Customer Statement Period: XXXXX
   • Location: Choose the location you’re invoicing.  
   • Click GO. 
3. Review the list of invoices > Select the pencil to the left of the contact’s name. 
   • Incorrect Services: 
   • Check if the service details (e.g., age group or program) are accurate. 
   • If any service is missing or incorrect, edit the service setup for the family.  
4. Subsidy/Grant Approvals: 
   • Confirm that grant and or subsidy approvals are correctly applied. 
   • If the wrong subsidy rate or approval period is used, adjust the subsidy details for the family.