See and skip upcoming invoices

When automatic invoice generation is on, the Upcoming view shows you exactly what it is about to do: every invoice it will create over the next 30 days, computed with the same logic the morning job runs. Nothing on this page is an invoice yet. It is a forecast, and it is the place to catch a wrong amount before it becomes a real invoice.

Open the Upcoming view

1. Go to Billing & Payments → Invoices.
2. In the row of status filters, click Upcoming (the dashed pill at the end of the row).

The pill only appears when Enable Auto-Generation is on, and only for organization owners. If billing runs by hand, there is nothing scheduled to forecast.

Reading the forecast

Invoices are grouped into one block per run: everything that generates on the same morning. Each block shows:

• The run day and how far away it is ("Friday, Aug 28 · in 5 days").
• Which cycles fire that morning (Weekly, Bi-Weekly, Monthly). A Monday that is also the 1st can carry all three; that is one run, not three.
• How many invoices the run will create and their total.

Inside a block, each row is one family's invoice: the children and plans it will cover, the cycle, the due date, and the amount. The amounts come from the same calculation the generator uses, with the family's current plans, discounts, and subsidies applied, so what you see here is what the invoice will say.

Two things the forecast deliberately shows differently:

• Amounts are before family credits. Credits are applied at the moment the invoice is created, so a family with credit on file will owe less than the forecast row shows.
• Attendance-billed rows show "From attendance" instead of a number. An hourly plan's amount comes from hours that have not happened yet, so the forecast will not invent one.

The due-date filter and the center filter above the list narrow this view the same way they narrow the invoice list.

Skip one family's invoice for one run

Sometimes one family should not be billed on one cycle: an agreed absence, a billing question you are still resolving, a family that already paid another way. You do not need to touch their plan or turn off automation for everyone. Skip just that invoice:

1. Find the family's row in the run you want to skip.
2. Click Skip at the end of the row.
3. Read the confirmation, then click Skip this invoice.

The row stays visible, greyed out with a Skipped badge, and its amount leaves the run's total. When that morning comes, the generator simply does not create this family's invoice. Every other family in the run is billed as normal.

To change your mind, click Undo on the skipped row any time before the run fires. After the run has passed, the period stays unbilled; if you end up needing to charge it after all, create the invoice manually.

If the invoice already exists, skipping is refused. Once a run has fired, its invoices are real, so the honest fix is different: find the invoice in the list and void it. The generator will not recreate a voided invoice for the same period.

Troubleshooting

A family is missing from the forecast. They will also be missing from the real run. Almost always the child has no active billing plan on their enrollment; the coverage warning in the Auto-Invoice Generation panel counts these families. See Create a billing plan.

A run I expected is not listed. The forecast covers the next 30 days. Weekly and bi-weekly runs land on Mondays (or a few days earlier if you use Generate Ahead), monthly runs on the 1st.

An amount looks wrong. Fix it at the source, the family's plan or discounts, and the forecast updates immediately. That is the entire point of this page: this is your chance to correct the number while it is still a forecast, which matters double if you use Auto-Send.