- Invoices that have been posted cannot be voided.
- They only way to correct is create a manual invoice or credit to adjust the statement balance once the invoice has been posted.
- Invoices that have NOT yet been posted, are in “preview” mode, can be reviewed and adjusted:
- Clicking on the edit pencil to the left of the child and payer will drill down into the fee to help understand the charges. Should the charges be incorrect:
- look into the Child’s account, review the service(s) and how they are set up:
- are the dates correct?
- is the service correct and set up with the correct price?
- is the correct payer associated to the service
- look into the Payer’s account:
- review their finance > receivables:
- is the correct Branch associated to their account?
- review their subsidies > approvals:
- are the start and end dates correct?
- is the childcare service(s) associated to the approval?
- review their finance > receivables:
- look into the Child’s account, review the service(s) and how they are set up:
- Clicking on the edit pencil to the left of the child and payer will drill down into the fee to help understand the charges. Should the charges be incorrect:
