Generating Invoices for Children

Paras Sharma

Last Update hace 2 años

To generate an invoice for a child, follow these steps:


  1. Go to Invoice Page
  2. Click on the "New Invoice" button.
  3. Select the child name, enter billing information and related information.
  4. You can even select a therapist (if it was 1-1 session billing)
  5. Add Product and the prices + tax for each product.
  6. You can choose from 2 type of templates i.e: LinkedIn
  7. If applicable, add any discount.

By default invoice is in draft and by clicking on "Send" button, you can send it to the caregiver of the child. Once invoice is sent, it cannot be deleted or edited, only draft invoices can be deleted or edited. 


Once invoice is sent, caregiver gets a notification on their mobile app, and they can view the detailed invoice.

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