How do I create donation requests?
Creating 'Donation' requests involves creating invoices.
It is important to ensure that children's information is up to
date before creating invoices including any timetable changes
coming up in the future that you know about.
To view a video clip of this procedure, click
to the "Accounts Processing" screen either by selecting it from your
"Favourties" menu or go to the "Billing" link in the menu bar
and click on "Accounts Processing"
the category of children you will be invoicing, normally
the date you wish to invoice up to - this must be a Friday,
Saturday or Sunday
the "Invoices" radio button is selected and highlighted in red
A message will display asking you to confirm that
you want to create these invoices, click the "OK" button to
Once all of the invoices have been calculated, the system will
return you to the "Accounts Processing" screen with the invoices
created listed under "Uncommited items" to check before
committing the invoices
6. Click on "View" in the "Uncommitted items" section to review the
A list of all of the child who have had invoices created will be
displayed together with the amounts they will be invoiced for.
Amounts are calculated based on the period of time being
invoiced and information in the child's timetable and/or sign in
You should carefully check each invoice to ensure it is correct.
any of the amounts do not look correct, you can check to see how
they were calculated by clicking "Modify" beside the amount and
then "Explain Fees"
If any of the amounts are incorrect, click "Previous" and
Correct what caused any of the invoices to be incorrect for
example sign in sheets, timetables etc. and then begin the
invoicing procedure again
all of the invoices are correct, scroll to the bottom of the
screen and click "Commit"; or click "Previous" and then "Commit