TABLE OF CONTENTS

• Applying Parent Payments
• Check your Invoicing Settings
• Invoice Queue
• To check if Invoices have been sent from Discover 

Import your Balances from your previous software

Balances will be imported by your Onboarding Specialist if this something you requested.

Make sure you have sent your balances to your Onboarding Specialist.

Once Imported your Onboarding Specialist will cross check your 

Balance Report with Discover to make sure they have all Imported accurately.

Applying Parent Payments

Manual via Account Screen: see here

Bank File Upload: see here

Xero: see here

Xplor Pay via Debit Success: see here

WINZ Payments: Automation Setup or Manual Entry

Discounts/Charge Adjustments/Equity Funding, see here: Discounts, Charge Adjustments, Equity

Check your Invoicing Settings

Go to Centre Settings → Invoice Settings. 

Key settings: 

• Invoice from Monday of: Choose ‘Previous Week’ (recommended) or future weeks for advance billing.

• # of Weeks to Invoice: Defines invoice period (e.g., 1 = 1 week).

• Create Invoices On/At: Set day/time for auto generation.

• How Often: Weekly by default; adjust to your cycle or daily.

• Email Invoices/Statements to Centre Only: Tick for first run (can toggle later).

• Invoiced up until: Shows how far you've invoiced.

To preview the Invoice/Statement:

1. Go to Children > Child Name > Account Tab

2. Create Invoice → Enrolment Invoice → Set Dates

3. Click Invoice > Print PDF

4. Click Show Statement = Full account activity (last 30 days)

To Change Settings:
Go back to Centre Settings > Invoice Settings

First Invoice Run – Email to  Service/Centre Only:

1. Centre Settings → Invoice Settings

• Tick “Email Invoices/Statements to Centre Only”

• Save
  

2.    Go to Bulk Actions → Enrolment Invoices

• Set Children Enrolled Between dates

• Filter/select children

• Click Send Now → Create Enrolment Invoices

3.    All invoices will go to the Centre Email. Review them for accuracy.

Email Invoices to families:

1. Centre Settings → Invoice Settings

1. Untick “Email Invoices/Statements to Centre Only”

2. Save
   

2. Bulk Actions → Resend Invoices

1. Choose date before invoice creation

2. Click Resend

Turn on Automated Invoicing:

Centre Settings → Invoice Settings

• Tick “Automate Invoicing On”

• Invoices will run automatically based on your day/time settings.

• Save

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Administrators are able to see which invoices are included in the next schedule run. They are also able to 

• Send Scheduled Invoices Now - they will take 30mins - 2 hours to generate so they are not marked as Spam
• Remove Scheduled Invoices From Queue

To check if Invoices have been sent from Discover:

• Go to Centre > Notes:

  • Invoice Confirmation Emails = summary sent to centre

  • Individual Statement Emails = sent to parents

Check Per Billpayer:

• Go to Children > Billpayer > Notes Tab

• View emails/statements sent