Raising Enrolment Invoice
This page contains instructions on how to raise an enrolment invoice
Overview
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.
BE ADVISED:
Workflow
Outlining the step-by-step instructions on raising an enrolment invoice per student:
NOTE:
Once youβre on the Accounting Summary screen of the student record, go to the COURSE ENROLMENTS section and select the New Invoice button to the right of the amount owing column.
An alternate method of raising an enrolment invoice is to go to the Accounting > Invoices screen and click the CREATE NEW ENROLMENT INVOICE button. Expand the section below to list the steps:
After selecting the New Invoice button an invoice details screen will appear. Scroll to the UNITS ENROLLED BY STUDENT section. By default, Paradigm will auto-select all units that have an amount owing. Click the checkbox at the top right corner to select or deselect all units. To select or deselect any single unit that you want to exclude from the invoice, click the checkbox for that row to add or remove the checkmark in the box.
BE ADVISED:
Having selected all the units to be invoiced, click the ADD SELECTED AS ITEMS button. This will add all the items/units selected in the INVOICE ITEMS section. To add more items/fees/products to your enrolment invoice, proceed to step 5. If you have selected all the items you need, skip to step 6.
[OPTIONAL WORKFLOW Adding Fees/Items/Products] If you need to add more items/fees on the items that you just invoiced, you must first set the status to IN PROCESS and Save the invoice. This will allow you to click the ADD INVOICE ITEM button.
The fees/items/products to add will appear in a list. Select the required items and click the ADD SELECTED AS ITEMS AS CHARGE button.
NOTE:
If necessary, you can change the unit price of the items that you added by clicking on the (1) EDIT button (pencil icon) against the item added. (2) Edit the unit price and then (3) click the SAVE ITEM button.
In the example below, the textbook unit price has been edited.
After clicking the ADD SELECTED AS ITEMS button and/or adding more items/fees/products (as required), scroll up and click the EDIT INVOICE button, set the Status to Sent, or click the STATUS TO SENT button and then SAVE INVOICE.
Either the Accounting Summary or Accounting Invoices screen will now show the enrolment invoice you just created with a Sent status under the STUDENT INVOICE LIST section. The invoice is now ready to be printed, emailed, or paid off.
Alternatively, you can watch a demo clip below on how to raise an enrolment invoice:
Video Tutorial
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