For center administrators with access to this area.

Generate draft invoices for families with active billing plans for a selected month.

Steps

1. Open Money > Invoices and choose Generate monthly invoices.

2. Select the billing month. The due day comes from your center’s invoice settings.

3. Review the preview: families ready, children on plans, estimated total and invoices that will be skipped because they already exist.

4. If the month and preview are correct, review the confirmation and choose Generate invoices.

5. Read the result, including created drafts, skipped records, failures and children not billed.

6. Open and review the drafts before sending them from their invoice records.

Check the result

This action creates drafts only. It does not email families or charge payment methods.

A run can be partially successful. Resolve the reported failures or discount-code issues before rerunning; do not assume every family was billed.

Interactive walkthrough: Generate Monthly Invoices in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window