TIP: Back Dating Subsidy Approvals

If the invoices have been generated (posted) for the billing period and the subsidy approval was only received afterwards, then 

Steps to update:

1. Go to the parent’s (guardian/ payer) subsidy
   • Add the new approval
   • Reference the childcare service for this approval
   • SAVE
2. Contact your ChildCarepro Team Lead (they will need to update the min. occurrence date for you)
   • ChildCarepro Team Lead only:
     • Update the min. occurrence date to start of the month of the subsidy approval
     • Select “force re-invoice”
3. Once the ChildCarepro Team Lead has updated the min. occurence date:
   • Select Accounts Receivable,
   • Select Invoice Services,
   • Billing Mode = Adjustments
   • Force adjustment = selected
   • Select the billing period and run the invoice.

Post the credit invoice

Go and republish the statement.