Generating Invoices from Billing Plans

Use this article to learn how to preview and generate invoices directly from a billing plan in StoriiCare.

• From the StoriiCare dashboard, navigate to the Billing section and select the Billing Plans tab.

• Locate the billing plan you want to generate invoices for.

• At the bottom of the billing plan, click Preview and Generate Invoices.

Before generating, StoriiCare allows you to preview invoices to review charges and make any necessary corrections.

• By default, the preview will display invoices for all participants on the billing plan.

• To narrow your view, use the dropdown to select a specific participant or group of participants, or type into the Filter bar to search for a participant name.

• By default, the preview displays the current period (e.g., the current month for a monthly billing plan).

• Click Previous Period to view the prior billing period, or enter a custom date range if needed.

• The preview shows the total number of charges for the selected participant and period.

• Click the arrow next to the total charges to expand the invoice and view individual line items, including any applicable discounts.

• Click Edit Invoice to make changes before generating. From here you can:

  • Adjust the details of any line item

  • Delete a line item

  • Change the assigned payer

• Edits apply immediately. Click the Back button at the top to return to the Billing Plan Preview.

• Click Show Logs to open a pop-up displaying each register log or attendance schedule entry for the participant, including daily time-in and time-out records.

• This is useful for identifying discrepancies — for example, if a charge appears higher than expected, the log may reveal that a participant was not signed out on a particular day.

• If corrections are needed, navigate to the register logs to update the relevant entries before generating the invoice.

• Once you have reviewed and confirmed the invoice details, click Generate Invoice at the bottom of the screen.

• A green checkmark that says Invoice Generated will appear next to each successful invoice.

• Generated invoices will appear under the Invoices tab.

If you have any questions or need further assistance, please contact our support team at support@storii.com.