To align with the Department of Education’s latest invoicing guidance, we’ve introduced two new display options to improve invoice transparency.
Funded vs Chargeable Hours Split
Weekly Breakdown
Funded v's Chargeable Hours Spilt
Calendar monthly and annualised invoices can now display a session-level breakdown showing the split between funded and chargeable hours.
This update provides clearer insight into how funding and fees are applied to each invoice.
To activate this view:
More > Settings > Finance > Invoice settings > Funded session detail: Edit > Select ‘Show session split of funded and chargeable hours’ > Save.
Calendar Monthly
Example:
A child attends 4 full days a week (10 hours per day at £8/hour) = £80 per day.
The child receives 30 hours of funding.
Calendar Monthly - Before:
Invoices previously only showed the total invoice amount, without distinguishing between funded and chargeable hours.
Calendar Monthly - After:
In the new view, the invoice will show:
120 funded hours at £0
40 chargeable hours at £80
This makes it easy to see exactly how many hours are funded versus chargeable and how these contribute to the total invoice.
Annualised
Example:
A child attends 4 full days a week (10 hours per day at £8/hour) = £80 per day.
The child receives 30 hours of funding.
The fees are annualised over 38 weeks and split over 12 months
Annualised - Before
Annualised - After
This ensures that parents or guardians see a steady monthly fee, while still being able to view the split between funded and chargeable hours in each invoice.
Top tip: We recommend using this view only if you deduct the session hourly rate for funded sessions. If you subtract the local authority rate, the funded hours may not display as £0.00.
Weekly Breakdown for Calendar Monthly Invoices
You can now view a weekly breakdown within calendar monthly invoices. This makes it easier to understand how charges are distributed across each week.
This option will show all sessions, consumables, items, discounts and funding in a clear itemised weekly format.
To activate this view:
More > Settings > Finance > Invoice settings > Invoice level of detail displayed: Edit > Weekly breakdown > Save.
Only one Invoice level of detail option can be active at a time (Grouped item types, Item types with cost breakdown, or Weekly breakdown).
When you change this setting, all previously sent invoices will automatically update to reflect the new format.
Please note: These new views are not available on weekly or monthly packages.