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. While auto-invoicing is on, the coverage warning in the Auto-Invoice Generation panel names the first few of these families and counts the rest.
Fix the plan or rule; invoices already generated keep their original figures. To correct one, a super admin voids it and bills the difference by hand. If a sibling discount is the puzzle, see Why didn't the sibling discount apply?.
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. Mixing manual invoices with auto-generation used to, so a family you already billed by hand now gets the automatic invoice as a draft, and the first run after you turn it on is never sent.
Why didn't invoices generate this morning?
The usual reasons in order, when to expect the run (about 9:40 to noon in your organization's timezone), and where to see 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. Separate families, a missing DOB or plan, or a date window are the usual causes.
A subsidy covers part of tuition. How do I charge the family a share of the difference?
Enter the agency's weekly amount as a monthly award, then add a fixed family discount for the part of the gap you waive. The family's invoice comes out to their co-pay plus their share of the gap.
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