Quick Guide: Invoice Generation Checklist

Modified on Mon, 22 Jun at 12:16 PM

Overview

This article provides a quick checklist guide of three simple steps to assist you when generating invoices. Not all steps need to be completed each time (e.g. pricing may not need updating each time). A printable checklist is attached.

This article does not relate to invoicing Memberships.

How To Video

Setup Guide

TABLE OF CONTENTS

Before You Start

BEFORE invoicing is generated, you need to know:

- any closure dates

- any pricing changes

- the dates to be invoiced.

Invoice Generation Checklist

This guides assumes knowledge of how to complete each step. Only a brief prompt is provided here.

Step 1. Enter closure dates (if required)

Configuration → Do Not Bill Periods (by Fee Calculation Template) and / or Public Holidays (all students).

Enter the first date of closure to the last date of closure. Enter the same date for both if a single date. Blocked dates entered before generating invoices will not be invoiced.

Step 2. Update pricing (if required)

Configuration → Price Levels.

If there is individual special pricing, update on the student's enrolment.

Step 3. Generate invoices

Administration → Generate Lesson Invoices for first date of lessons to last date of lessons.

Check a few families when invoicing is completed.

Repeat Step 3 for each Fee Calculation Template required.

NOTE: Generated invoices are not automatically sent to families. Statements can be sent from Administration → Send Bulk Statements by E-Mail. Refer to the attached or to: Quick Guide: Sending Bulk Statements Checklist