How-To Video
Introduction
When that time of the month arrives to share invoices with parents, download your invoices either individually or on mass with ease.
Manage your finances elsewhere? Simply export your finances ready to upload them directly into your accounting software of choice.
What setup is required?
In order to download an invoice you will have first learned how to generate one:
How to download an invoice?
There are two types of Invoice downloads:
1. Download PDF
Download in an easy-to-read format, ready to send directly to parents and carers for processing payments.
2. Download as CSV - Accounting Integration
Download invoices in a CSV format, ready to use in Excel, or importantly ready for importing into your accounting software of choice. We offer configurations for exporting invoice data to Quickbooks, Xero and Sage
Step 1 - Select an invoice for a child
Step 2 - Navigate to the top right corner and select the Download icon
Step 3 - Select the download settings you require
Selected Children - Invoices can be downloaded either individually, multiple invoices for 1 child, or multiple invoices for multiple children. Her you will see the current selection and make any last-minute updates.
Format - Choose to download as PDF or in CSV (Excel) format
PDF
CSV
Save As - Name your Invoice(s).
Individual Invoices will be assigned the name input
Multiple Invoices will download a .Zip folder with each invoice included
Step 4 - Select Confirm to download your invoice
Sharing invoices with parents and carers
Now that you have downloaded an invoice you will be able to share this with the parents and carers associated with the children's billings. Simply send the invoice using your own Nursery Story messaging centre, or simply send it to them in an email.
What's Next?
This article has introduced you to how to generate an invoice, learn more about how to use Nursery Story's invoicing feature in the following articles:
Future development plans
We have currently launched Invoicing Version 1 and are excited to be developing this feature further. Please don't hesitate to reach out to our development team at any time by contacting support@nurserystory.co.uk to learn more about our development schedule.
Features that you can expect to see in the future:
Share invoices directly to Parent App
Parent Payments
We hope you found this article informative. We welcome any questions you might have so please feel free to reach out to us via the Intercom OR email us at support@nurserystory.co.uk if you have any further questions