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Before sending invoices make sure you have configured your invoice settings.
If you have automated invoicing configured invoices will be created for you.
Invoices can be created by using the bulk actions functionality on the children’s page. This allows you to create and review many invoices at the same time. Selecting children for bulk invoice creation From the Add Invoice dialog you can select the period dates, and then for each child select the invoice date and due date. Any additional items can also be added to the invoice. Add Invoice dialog showing period dates, invoice date, and additional items

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Bulk Invoice Batching

When creating invoices for more than 20 children at once, the system automatically splits them into batches of 20. This ensures reliable processing and gives you a chance to review each group.
  • The dialog header shows your progress (e.g. Showing 1–20 of 45).
  • After each batch is created successfully, the next batch of children loads automatically.
  • The period dates, invoice date, and due date are locked after the first batch completes to keep all invoices consistent.
  • You can remove individual children from the current batch if needed before creating.
If you select fewer than 20 children, invoices are created in a single step with no batching.

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Editing Invoices After Creation

After an invoice is created, you can edit additional items before sending. Click Edit from the actions menu on any invoice with a Created status. Once an invoice has been sent, it can no longer be edited directly — see Regenerating Invoices if you need to rebuild line items.