Adding & invoicing for a deposit
How to add a deposit for a child to Blossom
Finance > Deposits > Choose child > Input deposit description > Input deposit date > Select whether to add the deposit to the next invoice or mark it as paid > Click add deposit.
The deposit will now be visible within the child’s profile.
Child > Booking Pattern > Deposits.
What is the difference between adding the invoice to the next invoice and marking it as paid?
Add deposit to the next invoice: This means that the deposit will appear on an invoice once raised. In turn, the deposit will then reflect on the financial reports and on the deposits page.
Mark as paid: This means that the deposit will only appear on the child’s account under the deposit section as opposed to pulling through to the invoice. The value of the deposit will then appear on the deposits page.
Invoicing for a deposit
If you have selected ‘add deposit to next invoice’ you can now raise the invoice.
Child > Finance > +invoice > Input invoice title > Input the invoice date > Calculate > Send.
Please note: If the deposit needs to be raised separately before the child’s start date or on a specific date you will need to follow slightly different steps which are listed below.
Child > Finance > + invoice > Input the invoice title > Input the invoice date > Click + line item > Select Deposit > The information will auto-fill > Add item > Send.
