Invoices

What it is

Itemised bills sent to families for fees and other charges.

Why it matters

Gives families a clear, accurate statement of what they owe.

When to use it

Office staff issue, review and correct invoices; families see them in their portal.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Invoices.

What you see

Invoices · click the picture to enlarge

• The list has these columns: Number, Billed to, Status, Issued, Due, Total, Balance due. Click a column name to sort by it.

Buttons on this screen

• Generate in bulk — does what it says on the button.
• New invoice — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New invoice button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Invoices · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Student	choose	Pick the student this invoice is for.
Family	choose	Pick the family this invoice is for, if billed to a family.
Billed-to type *	choose	Pick who pays: the family, the student, or someone else.
Billed-to name *	text	The name of the person or organisation paying the bill.
Billed-to address	long text	The postal address the invoice should be sent to.
Currency *	choose	Pick the currency the invoice is in.
Academic year	choose	Pick the school year this invoice belongs to.
Due on	date	The date payment is due by.
Period start	date	The first day of the time this invoice covers.
Period end	date	The last day of the time this invoice covers.
Notes	long text	Any extra detail to show or remember on this invoice. Optional.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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