Invoices Page
The Invoices page provides an overview of all invoices and related actions within Blossom. You can use filters to refine your search and locate specific invoices efficiently.
Finance > Invoices.
Filtering Options
Start Date & End Date: Filter invoices by selecting a specific date range. Only invoices within the chosen period will be displayed.
Select Room: View invoices specific to children within a selected room.
Select Status: Filter invoices by one of the eight available statuses:
Bad Debt
Cancelled
Draft
Overdue
Partially Paid
Paid
Sending
Sent
Select Invoice Type: Choose between invoices or credit notes. Selecting ‘Invoices’ will display only invoices, while choosing ‘Credit Notes’ will show only credit notes.
The Bulk Invoicing feature streamlines the invoicing process, allowing you to generate multiple invoices at once for all children or a specific group.
Generating Bulk Invoices
The Generated Invoices page displays invoices for all children or specific groups. The most recently generated invoices will appear under ‘Generated Batch Invoice,’ with previous invoices listed under ‘Most Recent Invoices.’ Clicking on an invoice will provide a preview and any outstanding issues will be displayed under ‘Unresolved Issues.’
Finance (at the top) > Generate invoices > Input the invoice name > Select the Invoice period > Choose the Invoice Date & Due Date > Select all children or a specific group > Generate invoices > Select all generated invoices and choose an action: Mark as Sent, or Send.
Bulk invoicing frequently asked questions
Can I bulk-send invoices that were saved as a draft?
We recommend not to bulk save invoices as a draft. Invoices that have been saved as a draft can only be edited and sent individually within the child's profile.
Will parents receive invoices marked as ‘Sent’?
If no finance contact is assigned, the parent will not receive the invoice.
If a finance contact is assigned, parents can view invoices in the Parent App, but they will not receive a notification.
What are unresolved issues?
Unresolved issues occur when there is a problem with generating an invoice. Clicking Unresolved Issues will provide a breakdown of affected children and the reason for the issue. For example, if a child’s start date is in the future, there may be no items available for invoicing.