Draft invoices are automatically generated when your staff…
Generate invoices in bulk when invoicing in arrears for Before and After School Care and Holiday Programme activity types
Quick Books an attendee into a Classes and Lessons Activity
Quick Books an attendee into an activity that has In Advance Invoicing rhythm (Holiday Programme and Before and After School Care)
Manually adds an attendee to the activity and edits the attendee’s booking to generate an invoice (if an activity has In Advance Invoicing rhythm)
Adds an attendee on the Attendance and undergoes Pending Adjustments Conversion process (if an activity has In Advance Invoicing rhythm)
Within the Classes and Lessons activity type, your staff move an attendee to another activity
Within the Team Sports activity type, your staff move an attendee to another activity
Moves a booking off Waitlist (if an activity has In Advance Invoicing rhythm)
Please note that invoices will be automatically generated and approved if a customer books from the EMY Parent Portal in an activity that has In Advance Invoicing rhythm.
Draft Credit Notes Are Automatically Generated When…
A customer cancels a fully or partially paid booking if the activity booking modification settings permit the cancellation. Please see https://helpcentre.enrolmy.com/entkb/how-adjustments-are-created for further details
A staff member moves a booking to a Waitlist (if an activity has In Advance Invoicing rhythm)
Pending adjustments are created by a provider when the attendee is marked as absent. Please see the below table for further details:
Activity with an In Advance Invoicing Rhythm | After Bookings Are Closed | Before Bookings Are Closed |
|---|---|---|
Classes and Lessons | If the provider chooses to credit or partially charge for the session and saves as draft or finalises the attendance.  | If the provider chooses not to charge for the session and saves changes.  |
Holiday Programme | If the provider chooses to credit or partially charge for the session and saves as draft or finalises the attendance.  | If the provider chooses not to charge for the session and saves changes.  |
Before and After School Care | If the provider chooses to credit or partially charge for the session and saves as draft or finalises the attendance.  | If the provider chooses not to charge for the session and saves changes.  |