Beacon guide · 6 steps
Set fees discounts and monthly billing
Prepare recurring charges and review a billing run before creating invoices.
Before you begin
Use a finance-authorised account and confirm the centre and billing month.
Step by step
- Open the Fees area and add or review Fee items.
- Set the amount, category, frequency, tax treatment and effective date accurately.
- Add any approved discount and attach the appropriate fee to the child account.
- Choose Run monthly invoices and select the centre and month.
- Choose Preview and review the children, totals, existing invoices and missing-fee warnings.
- Choose Create these invoices only when the preview is correct, then inspect the resulting accounts.
Check the result
The selected month has the reviewed invoices for the eligible children.
A useful check
Changing a fee should not rewrite invoices already issued. Check effective dates and use the correction workflow for historical mistakes.
If the result is different, check the account and school first, then contact the team with the task and error wording.