Resolve duplicate invoices

• Finance
• Director
• Admin
• Needs: Billing
• May need approval
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.
• This action may go to the Approval Center and take effect once a director approves it.

A duplicate flag means two or more invoices cover the same days for one child. The detail lists the Overlapping Invoices (each marked Recurring or Manual) and a Loris Analysis.

Before you start

• Finish Work the Billing Pipeline first.

Steps

1. On the Billing Dashboard, open Billing Pipeline → Action Required and click a Duplicates row.
2. Review the overlapping invoices. Click one to open it.

   Screenshot coming soon01 · /billing-dashboard

   The Duplicate Invoices detail

3. Pick one:
   • Add Credit: credits the family for the overbilled amount. Adjust the Amount, enter a Note, and confirm Add Credit. This creates a paid credit invoice and dismisses the duplicate.
   • Dismiss: when the overlap is intentional. Tell your team why and confirm Dismiss.
   • Restore: bring back a dismissed duplicate.

Tips

• If one invoice is simply wrong and still in its due month, deleting it also clears the flag.
• A new overlapping invoice re-flags the child even after a dismissal.
• Adding the credit follows your Add Credits approval setting.

Troubleshooting

• Add Credit and Dismiss are greyed out. "The invoice list is incomplete — reload and try again."