Automatic Invoicing Rule is another important steps in setting up OnCare for use in your center. Once the automatic invoicing rule is set, the invoices will be automatically generated and sent to the parents (if configured).

Settings Page

To work with Automatic Invoice rule,

  • Click Automatic Invoice Rule link in the Settings page. The Automatic Invoice Setup page will be displayed:

Automatic Invoice Setup Page

Frequency Type

There are 4 types of frequency Cycle,

  1. Monthly - The automatic invoicing will run once in a month on the selected date.
  2. Bi-Monthly - The automatic invoicing will run twice in a month on the selected dates.
  3. Weekly - The automatic invoicing will run once in a week on the selected day.
  4. Bi-Weekly - The automatic invoicing will run once in two weeks on the selected day.

Processing Type

The automatic invoicing can be done by 3 ways,

  1. In Advance - The invoicing will be run in advance to the invoice period. Say for the month of April, the recurring billing will be run in advance with the posting date of April.
  2. Current - The recurring billing run will be run for the same billing period. Say for the month of April, the recurring billing will be run in April itself.
  3. In Arrears - The recurring billing will be run after the billing period. Say for the month on April, the recurring billing will be run in May. Mostly suitable for Attendance based billing, as the billing is done for the hours attended for the week/month.

Invoicing Run Method

There are two methods of running the recurring billing rule,

  1. Automatic Post - The automatic invoicing rule will run automatically on the set date/day for the week/month.
  2. Review Before Post - Users can review and manually select when to generate the invoices.