Job 2 of 19 · Outline

Set up itemised invoice lines and a fee page that match, with funded hours showing as £0.00

The problem

If your invoice says one thing and your website says another, parents ring in confused and your local authority may ask questions. The guidance says invoices and receipts should break down into the free hours, private paid hours, food, non-food consumables and activities. AI can turn your price list into clear line descriptions and website wording, and can write worked examples. The invoices themselves come from your billing software, and the sums stay there.

What AI does

AI writes plain-English wording for each invoice line and for your fees page from your own prices and categories, so parents see the same thing in both places. It does no sums; any examples use made-up figures labelled as examples.

Time

Time: About 1 hourTools: ChatGPT, Gemini

The steps, in short

  1. List the lines your current invoices show.
  2. Note your real prices for each category.
  3. Have AI draft wording for each line and the fees page, with clearly labelled examples.
  4. Compare it with the official DfE template, update your billing software, and check it against a real invoice.

A short sample prompt

I run a nursery in England. Write clear invoice line descriptions and a short 'how your invoice works' section for my fee page, using only my categories and prices below. Do no calculations. Data: [paste]

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (5 points)
  • UK notes with official sources
The full playbook

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