Invoices

This page will provide you with an overview of the Invoices menu and its sections

Overview

This section (Accounting > Invoices) will show a list of all invoices created for the student record currently loaded in the system. This will also let you view, edit, pay, etc. each invoice recorded in the system, see all the Workflow links below related to invoices.

WARNING:

Be sure to update INVOICING configuration (see Edit Configuration Period) PRIOR to adding line items to invoices. This will ensure the correct data is added to the invoice.

NOTE:

From time to time, something will inevitably go wrong with an invoice.

If invoices are tracked in an external Accounting Package such as MYOB or XERO, it is best practice to cancel the original invoice, make any changes, generate a new invoice and then report them to the Accounting Department to ensure all records are up to date and accurate.

Create a New Invoice Form Fields

Refer to the instructions on these workflows:

• Raising Enrolment Invoices in Bulk
• Raising General Sales Invoice
• Raising Enrolment Invoice

In the form field section to enter the details of the invoice, refer to the Record Type: Invoice page for a brief description of each field.

Related Workflows

• Re-Issue a Cancelled Enrolment Invoice
• Cancelling an Invoice
• Recording Customer Returns
• Issuing Credit Notes
• Invoice Adjustments
• Paying Off Invoice
• Recording Payment
• Raising Enrolment Invoices in Bulk
• Raising General Sales Invoice
• Raising Enrolment Invoice

Related Pages

• How to Edit/Add/Delete Items to an Invoice [SENT or IN-PROCESS Status]
• How to email payment receipts with the Communication Module/Event
• How to Print Invoices and Payment Receipts
• How to Cancel an Invoice and keep Student in a Credit Cash position
• How to Write Off an Invoice
• How to Cancel or Delete an Invoice in an IN-PROCESS Status
• How to Cancel an Invoice in a SENT Status