Raising Enrolment Invoices in Bulk

This page contains instructions on how to raise enrolment invoices in bulk

Overview

Paradigm has the capability to raise enrolment invoices in bulk. This article will guide you on how to raise invoices in bulk by using the Course menu or Report Builder to generate a bulk list of students and raise invoices for each of those students by using the Student > Bulk Invoice menu.

NOTE

  • It is assumed that the INVOICING Time Period (a Time Period record that has the type of 'Configuration') has already been updated and is correctly configured.

  • Only unit enrolments that have a Start Date that occurs between the Invoicing Time Period From Date and To Date, will be available to be included on the invoice.

  • Unit enrolments that have already been included as items on an invoice will not be available for inclusion on any other enrolment invoice, because an enrolment item may be added to an invoice only once.

  • See Edit Time Period > D. Edit Configuration Period for the instructions.

  1. To create the bulk list of Students, you can use these two (2) methods how to generate a bulk list of students when raising invoices in bulk in Paradigm: Search Course, or using the Report Builder menu.

Choose whichever method applies to your bulk generation of enrolment lists that you want to invoice:

a sample bulk list of Students created via the Search Course menu

  1. Once the bulk list has been created, choose the Student > Bulk Invoice menus on the side, (1) Fill in the necessary / required fields on the form (see screenshot below). (2)After filling in the form, click the GENERATE ENROLMENT INVOICES button.

Invoice details fields to generate the enrolment invoices

  1. Check the invoice results list for any error messages, and for invoices that need attention (sample results listed in the screenshot below show that no errors occurred). All students in the bulk list have now been invoiced.

results table after generating invoices in bulk to selected Students

If you want to proceed to apply payments to the bulk invoices that you just created, proceed to Bulk Apply Payments to Invoices.

Related Workflows

Paying Off InvoiceBulk Send Enrolment Invoices

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