Annualised Plan Parts

Plan parts will allow you to book a child on two parallel plans according to two attendance patterns. 

For example a child may attend 5 days a week term time and receive funding, but only attend twice a week holiday time and does not receive funding. You will be able to add two plans according to two attendance schedules (term time/holiday). Right now, this is only possible for annualised invoicing. The invoice will be calculated by annualising the two plans individually to get a monthly price, and then adding the two together. 

Step 1: Create the Invoicing Profiles

Requirements for Plan Parts:

• Invoicing Profiles must use Attendance schedules with specific dates
• Invoicing profiles must use Annualised invoicing
• Invoice must be calculated proportionally if a plan changes mid-month

Invoicing Profile 1: Term Time Annualised

• Create an Attendance Schedule, name it 'Term Time', select 'specific dates'
• When entering the specific in/out of term dates, do this as you normally would, marking in-term dates as purple, and out of term dates white
• Click 'Create'

• Next head over to invoicing profiles and select 'New'
• Select the Term Time Attendance schedule, and edit the title as you'd like
• Choose annualised invoicing
• Make sure the check box is unchecked and chose enter the number of weeks and a months the child should be invoice for and over. In this case 38 weeks over 12 months.
• Choose whether funding can be applied to this profile

Invoicing Profile 2: Holiday Time Annualised

• Create an Attendance Schedule, name it 'Holiday Time', select 'specific dates'
• When entering the specific in/out of term dates, do this as you normally would, marking in-term dates as purple, and out of term dates white
• Click 'Create'

• Next head over to invoicing profiles and select 'New'
• Select the Holiday Club schedule, and edit the title as you'd like
• Choose annualised invoicing
• Make sure the check box is unchecked and chose enter the number of weeks and a months the child should be invoice for and over. In this case 14 weeks over 12 months.
• Choose whether funding can be applied to this profile

Step 2: Add the booking patterns to a child's plan

Booking pattern 1: 5 days a week during Term Time + Funding + Full Time Discount

• Be sure to select the first attendance schedule and annualised invoicing
• The funding must be added to the first booking pattern added
• After adding the booking pattern, click the + Add booking pattern in the bottom left corner of the plan

Booking pattern 2: 2 days a week during Holiday Time, no Funding, no Discount

• Select the second attendance schedule from the drop down menu
• Add the booking pattern, remove any funding and discounts now
• Click Save

The invoice will then be calculated by adding the monthly total for the Term Time booking pattern to the monthly total for the Holiday plan booking pattern.

*This feature is not available for all nurseries. Please write in to support if you are interested in this feature.