Why is an invoice lower than I expected?
A credit, discount, or subsidy line usually explains it, and partially covered families generate small invoices that look healthy but underbill.
Open the invoice and read its lines; the answer is almost always one of these:
- A credit was applied. Credits come off automatically at generation, as a labeled credit line. The forecast on the Upcoming view shows amounts before credits, so a family with credit on file will always come in under the forecast number.
- A discount fired. Sibling discounts apply to the younger children by age order; family-specific and enrollment-type discounts show as their own lines.
- A subsidy line. The agency's share is deducted from what the family owes and tracked as a claim to the agency instead.
- Only some children are on a billing plan. This is the sneaky one: a family where one child has a plan and a sibling does not still generates an invoice, covering only the child with the plan. Billing looks healthy while the family is underbilled. The coverage warning in the Auto-Invoice Generation panel names these families.
Fix the plan or rule, void the wrong invoice if needed, and bill the difference manually; invoices already generated keep their original figures.
Related: Subsidies and discounts, Credits and referral bonuses, Create a billing plan.
Related articles
Can auto-invoicing double-bill a family?
Not on its own, but mixing manual invoices with auto-generation can. The generator only checks its own invoices, not ones you created by hand.
Why didn't invoices generate this morning?
The usual reasons in order, when to expect the run (from 9 AM your time, on the right day), and where to see exactly what the next run will do.
Why didn't the sibling discount apply?
The rule picks the younger children by date of birth at billing time. A missing DOB, separate families, or a date window are the usual causes.
Credit or discount, which one do I want?
Does it repeat? A rate a family always gets is a discount. A one-time amount you owe them, like a referral bonus, is a credit.
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