Creating and Submitting a New Late Invoice

Learn the step-by-step process for generating a new invoice and navigating the service period selection. This guide covers how to accurately input attendance data, complete required signatures, and successfully submit your invoice through the portal.

Brooke Schaefer
35 steps
3 minutes

Microsoft Edge

Invoice Setup

**Tip!** **New (Late Invoice)** is an invoice that is started but not submitted yet. It will be sent to the Billing Specialist for approval. **Submitted by Provider (Pending Approval)** invoice is submitted to the Billing Specialist and waiting for approval. You will receive an email that the invoice is submitted and waiting for approval. **Submitted by Provider** the late invoice is approved and will be processed. An email will be sent when your invoice is approved.

Click "New Invoice"

Click "Program Site Launch lookup modal"

Select the 711 Adoyle Ave program site record.

Click "Select"

Click "Service Period Launch lookup modal"

Select "I don't see my service period".

Click "Select"

Click the Program Holidays field.

Press [[Return]]

Enter the Reason for the Late Invoice.

Click "Service Period Launch lookup modal"

Find the Service Period that you need to submit an invoice for.

Select the service period

Click "Select"

Invoice Progression

Click "Next"

Invoice Line Details

Open the invoice line action menu.

Choose Edit from the invoice line action menu.

Click the Scheduled to Attend field.

Click Submit in the child details form.

Go through each child and add the tuition and days.

After adding all children's information then Click "Next"

Invoice Submission

Open the Confirmation dropdown.

Open the Signature field.

Select the certification statement in the Confirmation dropdown.

Click "Submit"

Here is the email confirmation you will receive

Submitted Invoice Review

Click "All Invoices"

Open Submitted Invoices.

Click "action menu"

Open the action menu for invoice E038538.

Open the invoice details and you can view each child if you would like.

Email example when the invoice is approved

Creating and Submitting a New Late Invoice

Brooke Schaefer
35 steps
3 minutes

Microsoft Edge

Invoice Setup

Click "New Invoice"

Click "Program Site Launch lookup modal"

Select the 711 Adoyle Ave program site record.

Click "Select"

Click "Service Period Launch lookup modal"

Select "I don't see my service period".

Click "Select"

Click the Program Holidays field.

Press [[Return]]

Enter the Reason for the Late Invoice.

Click "Service Period Launch lookup modal"

Find the Service Period that you need to submit an invoice for.

Select the service period

Click "Select"

Invoice Progression

Click "Next"

Invoice Line Details

Open the invoice line action menu.

Choose Edit from the invoice line action menu.

Click the Scheduled to Attend field.

Click Submit in the child details form.

Go through each child and add the tuition and days.

After adding all children's information then Click "Next"

Invoice Submission

Open the Confirmation dropdown.

Open the Signature field.

Select the certification statement in the Confirmation dropdown.

Click "Submit"

Here is the email confirmation you will receive

Submitted Invoice Review

Click "All Invoices"

Open Submitted Invoices.

Click "action menu"

Open the action menu for invoice E038538.

Open the invoice details and you can view each child if you would like.

Email example when the invoice is approved