Invoicing

The invoice page provides you with all the invoices and actions made on Blossom. You are able to use the filters to narrow down the search to the specific invoices you wish to see. Click Finance > Invoices.

Start date and End date: You are able to filter by start date and end date. Inputting a date range will display only the invoices within the selected period.

Select Room: Filtering by a selected room will display invoices specifically for the children within the room you select.

Select status: You are able to filter by 8 different invoice statuses which are; bad debt, cancelled, draft, overdue, partially paid, paid, Sending and Sent. Once filtered, invoices with the selected status will appear.

Select: Here, you have the choice out of invoices or credit notes. If you select invoices, the invoices only will appear and likewise if you select credit notes only the credit notes will be displayed.

Bulk Invoicing

The bulk invoicing feature speeds up your invoicing process. You are able to bulk generate invoices for all children or alternatively by a group of children.

The generated invoices page displays all children’s or specific childrens generated invoices. The invoice you have most recently generated will display under the column ‘generated batch invoice’ and then the previous invoices for the children will display in the ‘most recent invoices’ column. You are able to click into the generated invoices to view an invoice preview and at the top of the page you will see ‘unresolved issues’.

Finance > Generate invoices > Input invoice name > Select invoice period > Select invoice date & invoice due date > All children > Generate invoices > All invoices will be generated > Select all generated invoices > Choose an action, save as draft, mark as sent or send.

Finance > Generate invoices > Input invoice name > Select invoice period > Select invoice date & invoice due date > Select a group of children > Choose group from the drop down > Select the children from the group > Generate invoices > All invoices will be generated > Select all generated invoices > Choose an action, save as draft, mark as sent or send.

Input invoice name: The invoice name is typically the month you are invoicing. However, you can name the invoices as you wish.

Invoice period: The period in which you would like to generate the invoices for.

Invoice date: This defaults to the current date but can be manually changed to past or future dates.

Due date: This is based on your invoice settings previously inputted. For example, if 6 days were inputted the due date will default to 6 days after the invoice date.

Select all children: This will generate an invoice for all children within the nursery.

Select a group of children: This will allow you to select a whole group of children. For example the ‘lower pre school children’ and also give you the opportunity to select specific children within the group.

Generate invoices: All information will be taken into account and invoices will be generated for all children or a specific group of children.

A child will appear as an unresolved issue if there is an issue with raising an invoice. You will need to click unresolved issues and this will provide you with a drop of each child that has an unresolved issue. The reason will be listed here. For example, an unresolved issue could simply be that the child’s start date is in the future therefore there are no items to invoice for.