Offboarding: Invoicing & Parent Payment Settings

Make sure a leaves date has been added into all Child Enrolments.

If you have not done this yet, action this task first - here

Then move on to the below process 

This task can be actioned after your last week of invoicing has been completed

TABLE OF CONTENTS

• Turn Off Automatic Invoicing
• Send Quarterly Statements
• Disable your Xero Connection
• Disable Automated Winz Payments

Turn Off Automatic Invoicing

• Select Centre Set Up
• Select Centre Settings 
• Scroll down to Invoice Settings
• Once you have completed your Invoicing - Untick Automatic Invoicing On (So it is off)
• Make sure Automate Family Boost Statement is Ticked On 
  (This will ensure that the Quarterly Boost Statement is sent out and you don't have to log back into Discover and do it at a later date)
• Make Sure Automatic Statement Reminders have be Changed to Never
  
• Scroll to the bottom of the screen
• Select on Save

Send Quarterly Statements

Tick On Automate Quarterly Boost Statements OR
Once your Final Invoices have been generated

• Go to Bulk Actions
• Select the Financial Quarter (Current Quarter is the norm) 
• >> Push all contacts into the "Send Statement to Bill Payers" section
• Send Quarterly Statements

Disable your Xero Connection

• Once you have reconciled all parent payments
• Scroll down to Payments - Xero Integration
• Select on Disconnect from Service
  
• Scroll to the bottom of the screen
• Select  Save

Disable Automated Winz Payments

• Scroll down to Payments - Winz Options
• Untick Automate Winz Payments
• Scroll to the bottom of the screen
• Click on Save