Minute Menu: Invoices

[craftymissbeth]

Does anyone know if there is a way to combine 2 different invoices onto one?

Here's the sitch:

I require all of my DCFs to pay a 2 week security deposit. I give them the option of paying it all at once or paying in installments.

So this DCM chose to pay in installments and on her first invoice I added the full Security Deposit. Since she hasn't paid it all in full, I would love for the balance of the deposit to carry over onto all of her invoices until it's paid. Right now, it's just sitting there in the first invoice as if that invoice hasn't been paid (which technically it hasn't been paid in full yet). KWIM?

I'm just not seeing how to do this, if it's even possible.

Any help? :confused:

[kelsey's kids]

I havent figured that out either. Inhave had to close out the first invoice and add the remaining balance to the next invoice. It doesnt makenit go away it just asks if you are sure you want to mark it as paid but it doesnt do that in the records unles you add a payment to it.

[MarinaVanessa]

As far as I know there is not way to combine two invoices once you've already made them. You can only delete invoices and create new ones but the invoice numbers for the ones that you deleted will be missing and the new invoice you create will have a new invoice number. I don't know if that matters or not.

I invoice my clients with separate invoices too, one for the deposit and one for the weekly tuition rate. I mark their payments for the deposit each time that they pay towards it just like for my tuition invoice.

I was curious once before so I created a fake account and "billed" myself so that I could see what it looked liked from the parent's perspective. Each time they log in to pay an invoice they will see whatever invoices still need to be paid as well as the balance.

Even though they would have to make two separate payments if they pay online (one payment for each invoice) they still see and can pay the invoices that they still owe on. If they pay you in person with cash or check and give you money to pay their child care plus extra to go towards the deposit you can select the invoice with the tuition, enter the full amount that they gave you, and in the "Check #" field enter either the check number or (what I do) enter "Cash". The invoice will get paid and because there is extra the software will automatically alert you that there is a credit and ask you if you want to apply it towards another invoice and then it will give you an option to choose which invoice you want to apply the credit to. The check number or cash payment description will automatically also be applied to that 2nd invoice also. You can then print them a new invoice (if you do that) with their now new balance.

I hope some of this info helps.

[HappyPennie]

I don't know a way to combine invoices but you can print out a statement of account from the reports section. Not sure if that is exactly what you are trying to do either but that will combine the two in a way.

[daycare]

I called MMK to ask this question a few years back and they told me no.

what I do is make a second invoice and charge for the full amount....

example.

bill is for $500
they pay an additional $100 each week.
Every time they pay, I enter it into that invoice until it has a zero balance.

as long as there is a balance, there will still be an invoice in your UNPAID section of your accounting

[EntropyControlSpecialist]

If doing it in installments, I divide it up by 4 and put "Fee: 1/4 Security Deposit $xx.xx" so that each invoice gets marked as paid and closes out. I can't stand to have unpaid invoices lingering. It irritates me.

[craftymissbeth]

Thank you guys!

I ended up just making a separate invoice for their security deposit that way I can always see the balance owed at the bottom. I'm way too lazy right now to have to calculate things

[MarinaVanessa]

Thank you guys!

I ended up just making a separate invoice for their security deposit that way I can always see the balance owed at the bottom. I'm way too lazy right now to have to calculate things

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[whycantilogin]

craftymissbeth

I didn't want to create a whole new thread for this... but I can't log in ???

I put in my username and password and it says something like thank you for logging in, craftymissbeth.... and then goes back to first forum page as if I'm not logged in.

If anyone sees this before I can figure this out on my own... please help!

[Blackcat31]

I didn't want to create a whole new thread for this... but I can't log in ???

I put in my username and password and it says something like thank you for logging in, craftymissbeth.... and then goes back to first forum page as if I'm not logged in.

If anyone sees this before I can figure this out on my own... please help!

I sent you an email to reset your password. Try that.

Sometimes the forum gets wonky....it IS Friday so who knows.....

Otherwise, I am not really very "schooled" on log in issues other than logging out periodically to clear your cookies.

Maybe resetting your password will help. If not, post again as unregistered and I can let Michael know.

[whycantilogin]

Blackcat, I didn't receive an email... in fact, I tried to send myself the reset password email and I never received that, either ???

[Blackcat31]

Blackcat, I didn't receive an email... in fact, I tried to send myself the reset password email and I never received that, either ???

Hmm, I tried to resend it. Do you have more than one e-mail acct?

Maybe try logging off your PC all together and starting it back up again....that seems to solve a lot of issues when it comes to computer/electronic things.

I am sooooo NOT tech savvy at all.

I did try and resend the reset password link so if shutting everything down and then back on again still doesn't get you an e-mail (check your junk folder too) let me know and I'll text Michael and see if he is available to help or knows what the issue could be.

[craftymissbeth]

Yay! It worked!

Thanks, BC! happyface

[Blackcat31]

Yay! It worked!

Thanks, BC! happyface

Glad I could be helpful.

Nice to see you made it back!