For center administrators with access to this area.

Cancel a bill that should no longer be collected. On the bill, this is called Cancel this bill. It takes the bill out of collection and off the family’s balance.

Steps

1. Open Money > Invoices and open the bill.

2. Check its charges, status, payments and what is still owed.

3. Choose the ⋮ button, then Cancel this bill.

4. Add a Reason if you like. It is optional.

5. Type the words shown to confirm, then choose Cancel bill. Keep it leaves the bill as it is.

Good to know

• A bill for two or more children asks first. Remove one child, or cancel it for all of them.

• Cancelling a program registration bill doesn’t take the child off the roster. Cancel the spot from the program roster as its own step.

• Cancelling a plan’s bill for one month ends that month. To fix an amount, use Edit instead.

• Cancelling a bill doesn’t email the family.

Check the result

Cancelling a bill is not a refund of money already collected.

A paid bill can’t be cancelled. To give the money back, open Money > Payments, open the payment and choose Refund. The card sees it in 5 to 10 days. A payment you recorded by hand, such as cash or a check, has Reverse payment instead.

If you can’t cancel a bill, don’t make a second bill to work around it.

A draft you never sent: delete it instead

1. Open the draft. Choose the ⋮ button, then Delete draft.

2. Type the words shown to confirm, then choose Delete draft. Choose Done.

A deleted draft is gone for good. Its number is never used again, so the numbers skip one.

Delete draft is only on a draft nobody was sent. A draft with a payment, a balance entry or a sign-up behind it can’t be deleted. Cancel it instead. Deleting a plan’s draft puts its month back on the plan with no bill.

Walkthrough: Delete a draft that was never sent

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.

In the recording, the button says More. Today it is the ⋮ button in the same place.

Find a cancelled bill later

A cancelled bill stays on record. On the child’s record it is folded away, so it doesn’t sit among the bills that are due.

1. Open Families, then the Children tab, and open the child. On the newer screens, choose the Money tab.

2. At the end of the child’s bills, choose the voided line (for example “1 voided invoice”) to show them. Choose it again to hide them.

Walkthrough: Hide voided bills

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.