Custom Recurring Invoice Periods

Hi there,
​
We’re thrilled to announce a new feature that empowers staff admins to define custom recurring periods for invoice generation, enhancing flexibility and control over billing processes.
​

Key Features:

• Custom Recurring Options: Staff can create personalized invoice rules, specifying the number of days between each invoice generation (up to a maximum of 30 days).
  ​
• Define Due Dates: The due date dropdown will align with the custom days specified, ensuring clarity and accuracy in billing.
  ​
• Invoice Timing Control: Staff can set how many days prior to the due date the invoice should be sent, allowing for timely reminders to clients.
  ​
• Custom Rule Descriptions: A descriptive message for each custom invoice rule will be displayed on the invoice screen, providing transparency and context for staff and clients.
  ​
• Child Profile Integration: The invoice generation and due dates will be clearly displayed in the child profile, ensuring easy access to billing information for both staff and parents.

This feature enhances the invoicing process by providing tailored options that cater to individual needs, ultimately improving efficiency and communication in financial management.
​
​Parent Team