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Finance in the Child Profile | Overview
Finance in the Child Profile | Overview

A guide to Blossom's finance elements in the child profile, including bank details, invoicing, notes and payments made/due.

Abbie avatar
Written by Abbie
Updated yesterday

Overview of Finance in the Child Profile

The Finance tab within a child’s profile can be accessed by clicking Finance on their page. This section provides an overview of:

  • Bank Details

  • The Child’s Current Plan

  • Notes Added to the Account

  • Total Outstanding Amount

  • Total Billed to Date

  • Creating an Invoice

  • Adding a Payment

  • Viewing Current Invoices or Credit Notes

Top tip: You can also access the Transactions and Payment History pages via the side tab.


How to generate an invoice

Child > Finance > + > Input invoice title > Select invoice month or the invoice period > Calculate.

Top tip: The invoice date & Due date will automatically populate based on your invoice settings.


Invoice Fields Explained

Invoice Title: The name of the invoice (e.g., June 2024).

Select Month: Choosing a specific month will automatically set the Start Date and End Date.

Start date & end date: Select a custom date range for invoicing (useful for non-monthly invoices).

Top tip: For automated average fee and funding calculations to work correctly, select a full month period using the Select Month option.

Invoice number: Automatically generated based on invoice settings but can be manually edited.

Invoice date: Defaults to the current date but can be manually adjusted.

Due date: Determined by pre-set invoice settings (e.g., if set to 6 days, the due date will be 6 days after the invoice date).

Calculate: Clicking this button generates invoice line items based on the child’s profile, considering factors like:

  • Booking patterns

  • Funding allocations

  • Extra items

  • Discounts

  • Additional sessions

Top tip: Once calculated, individual line items can be edited, deleted, or manually added by clicking ‘add line item’.

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