Add Bulk Invoice to Active Students

Modified on Tue, 23 Jan at 3:42 PM

When you are wanting to apply an invoice in bulk to ALL ACTIVE STUDENTS in your system, follow the below instructions.

You will need to have already created / edited a POS Item to apply the the bulk student charge. If you have not yet created a POS Item, follow these instructions: Setting Up Point of Sale (POS)

1. Go to Administration.

2. Click on "Add Bulk Invoice to Active Students".

3. You then need to complete all fields.

POS Item to Charge: Select your POS Item from the list.

Invoice date: The date you'd like the invoice to display as. If you want this to display on statements, make sure it is a date for the period you have invoiced for.

Effective date: The effective date for the invoice. This can be different to the invoice date. For sites running Direct Debit, the Effective Date is the date the system looks at for charges.

Level selection: The default is set to "All Levels" but you can change this to only apply to selected level(s). 

Click "Next".

4. The next screen is a confirmation screen, showing your selections from the previous screen. You can also see the number of students* to which the invoice will be applied.

If everything is correct, tick the box "Are you sure you wish to Post Invoices?" and click "Confirm & Post Invoices".

You will then see a green tick confirmation. This will take a few minutes to process, just like your general invoicing.

You can go to your families and see that the invoices have been applied per student.

* Note: Student number is for all ACTIVE students. That is, students who have current or future-dated enrolments. You can cross check this number on your Configuration screen in the top right hand corner under the "Your Subscription" section.

Last updated 23 January 2024

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