Invoices
Create, edit, finalize, print, and void invoices, and generate them from billing plans.
The Invoice LifecycleEvery Seniorverse invoice moves through the same pipeline: it starts as a Draft, is Prepared, then Finalized, and finally Sent.Creating an InvoiceAn invoice bills a Payor for one or more members over an Invoice Period. You can create an invoice two ways:Generating Invoices from Billing PlansAn active Billing Plan produces invoice previews — proposed invoices for the plan's next billing period. A preview is not yet a real invoice; it's a suggestion the system builds from the plan's schedule,…Adding & Editing Invoice Line ItemsInvoice line items are the individual charges on an invoice. Most lines are generated for you: on a Draft invoice, Seniorverse builds preview lines from the attendance and transportation records in the invoice…Viewing & Editing InvoicesThe Invoices tab in the Billing module lists every invoice and billing-plan preview for the selected date range.Finalizing & Sending an InvoiceFinalizing and sending are the last two steps of the invoice lifecycle. Finalize validates the invoice, generates its PDF, and locks it.Voiding an InvoiceVoiding cancels a finalized invoice. Because a finalized invoice is locked, voiding is how you retire one that was sent in error or is no longer valid.Printing & Downloading InvoicesYou can download an invoice as a PDF, download a receipt once it's paid, or export the invoice details as a CSV.Billing TransportationSeniorverse can bill transportation separately from attendance. When a member's attendance records an arrival and/or departure transport method, the system generates transportation charges on the invoice,…