How to invoice your customers in minutes with Rules-based Invoicing?

Modified on Thu, 15 Jul 2021 at 10:49 AM

We understand that billing for each child varies depending on your setting and the sessions involved. This can get more complex with different sessions, booking patterns and fees. Quickly calculating and invoicing parents/bill payers based on sessions booked is something that you no longer have to struggle with or worry about. 

With rules-based invoicing in Cheqdin, you have the flexibility to create and define multiple rules to a master rule. For example, you can create a rule for contract sessions for the next month. Also, you can add multiple custom values such as 'extras' and 'discounts'. All of this can be allocated to a single child or multiple children.  

This flexibility lets you generate multiple invoices with varied amounts (as per their booking patterns) in a single click. The invoices generated are then saved to your 'drafts folder', which you can review for correctness and batch-approve. You also have a batch-send option that will distribute the invoices via email to parents/bill payers.  


Before processing invoices, make sure your 'Pricing' or session fees or product prices are updated in the system's pricing section. 

Go to 'Centre Settings' > 'Financial Year' > 'Products' >  'Pricing' > and update items marked as 'Not Updated'.

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