1819e7ed4fd4d766cbf7f3d2127d86b5da6f916c
Send-Parent-Statements.md
... | ... | @@ -2,17 +2,25 @@ |
2 | 2 | |
3 | 3 | The help on how to create fee projections can be found [here](https://wiki.smartcentral.net/Improved-Period-Close#creating-fee-projections) |
4 | 4 | |
5 | -Fees must be projected (for the relevant weeks you wish to invoice in advance) prior to running an individual statement or statements in bulk. |
|
5 | +Fees must be projected (for the relevant weeks you wish to bill in advance) prior to running an individual statement or statements in bulk. |
|
6 | 6 | |
7 | 7 | ## Sending an Individual Statement |
8 | 8 | |
9 | -You can send an individual parent a statement regardless of their activity or filter settings by accessing the **Statements** tab within the parent's profile. |
|
9 | +You can send an individual parent a statement, regardless of their activity or filter settings, by accessing the **Statements** tab within the relevant parent's profile. |
|
10 | 10 | |
11 | -Select **Add** , fill in the **Date From** and **Date To** plus the number of **Weeks to Project** if intending to bill in advance. A **Note** may also be added to the statement. |
|
11 | +<img src="/uploads/IndividualStatement.png"/> |
|
12 | 12 | |
13 | -When the details are correct click **Confirm**. A statement will be generated, the parent will be emailed a link to download the statement if they have an email address on file and the statement will become accessible on the **Statements** tab. |
|
13 | +Select **Add** , fill in the **Date From** and **Date To** fields. A **Note** may also be added to the statement. |
|
14 | 14 | |
15 | -You can click on this link to download the statement in PDF format and print it if requried. |
|
15 | +You can tick the box to send the invoice to the parent as an email, or leave it unticked to preview the invoice first. |
|
16 | + |
|
17 | +When the details are correct click **Confirm**. |
|
18 | + |
|
19 | +A statement will be generated, the parent will be emailed a link to download the statement if you ticked the email box and they have an email address on file and the statement will become accessible on the **Statements** tab. |
|
20 | + |
|
21 | +You can click on this link to download the statement in PDF format and print it if required. |
|
22 | + |
|
23 | +If you the parent doesn't have an email address, click generate, then download to print a PDF version of their invoice. |
|
16 | 24 | |
17 | 25 | ### Sample Statement |
18 | 26 |