Managing Invoice Types

Note: 
If you do not have different billing cycles, you do not need to use Invoice Types.
If you wish to assign ALL new clients created with the same Invoice Type, this can be set in Admin > Settings > Client Settings > Set A Default Invoice Type.

How Do I Add an Invoice Type?

Step 1

• Click "New Invoice Type."
• Enter a description in the Name field.
• Click "Create Type."

Step 2

• The invoice will default to "0" days for when the payment is due. So if you created a Daycare invoice it would say that the Payment was due on the day that the service was due to begin.
• If you ask clients to pre-pay for daycare, you can set the number of days prior to the start of service here that you want the invoice to state for payment being due.

Tip: You can also set the payment due to be "days after invoice sent" for services that are invoiced in arrears, rather than in advance.

How Do I Change the Name of an Invoice Type?

• Click the Invoice Type Name.
• Edit the description in the Name field.
• Click "Update."

Note: Once you change the name of the Invoice Type, all clients associated with that Invoice Type will now be coded to the newly named Invoice Type.

How Do I Delete an Invoice Type?

• Click on the Invoice Type Name.
• Click "Delete."

Warning: Once you delete an Invoice Type, all of the clients previously set to that Invoice Type are marked as "Not Set" and you will not be able to identify which Invoice Type they previously had.