To perform Bulk Invoicing:

  1. Go to Staff portal

  2. Go to Child Management then Finance

  3. Under the Finance Type, select Bulk Invoicing

  4. Click on Download Template

  5. A pop up providing information on the upload template will appear

  6. Click on the Download button to download the template

  7. Fill up the necessary information in the template

  8. Click Upload Template

  9. A pop up providing information on the upload template will appear

  10. Under Upload Document, click on Upload to select the template

  11. Click Submit to upload the template

  12. The Generate Invoices pop up will appear

  13. To schedule invoices, click on the Schedule Invoices checkbox and select the invoice date or else proceed by clicking on the Confirm button

  14. A pop up with the message “Bulk Invoice Template File Uploaded Successfully” will appear