Handle a missing invoice

• Finance
• Director
• Admin
• Needs: Billing
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Asilo flags a child as missing an invoice when they were active in a service period with no invoice covering it. The detail shows attendance and a Loris Analysis to help you decide.

Before you start

• Finish Work the Billing Pipeline first.

Steps

1. On the Billing Dashboard, open Billing Pipeline → Action Required and click a Missing row (or click the Missing Invoices tile and pick a child).
2. Review the child, the service period, the attendance for that period, and the Loris Analysis.

   Screenshot coming soon01 · /billing-dashboard

   A Missing Invoice detail with its actions

3. Choose an action at the bottom:
   • Send Invoice: opens New Invoice with the child, period and rates filled in. Check and tap Save.
   • SchoolBox: message the family.
   • Dismiss: enter why (for example, "Child did not actually attend in this service period") and confirm Dismiss.

Tips

• Send Invoice is greyed out when there is no rate to base it on (no Recurring Tuition and no tuition in the 90 days around the period).
• A paid invoice without a service period can cause a false flag. Fix it with Set Service Period.
• Dismissed items are listed under More → View Dismissed Missing.
• Active children with no schedule at all show on the Missing Recurring Rates tile.