Generating invoices

If auto-generation is on, drafts appear on their billing day. Otherwise click Generate for this period.

Generate follows the filters at the top of the list: Region, Funded by, Provider home and Child. With no filters it covers the whole agency. The confirm box names what it will cover, so check it before you click OK.

Generation runs in the background. The button shows Queued, then Generating, then the summary. A full run takes a minute or two.

Do not click Generate twice. A second click attaches to the run already going.

The summary lists what was created, updated, and skipped, with reasons. Read the skip reasons. They tell you about missing plans and already-sent periods.

Everything generates as a draft. Nothing reaches a family until you send it.