Creating an Invoice from the Student Grid.
You can now create an invoice from the student grid.
Click on Student at the top.
Search for the student by the last name.
Click the Invoice link (blue).
Once you click on the Invoice button, it will automatically default to the current date as your Start Date, End Date and Due Date. You may change the dates as needed.
A list of income categories will be displayed. Income categories are the billing line items. Prices are pre-defined but can be overwritten when invoicing (except for Tuition). To override an amount, click in the box and change it. You can also include a note for a specific invoice category. Just enter the note in the last column. The note will be included in the invoices and statements.
You may select one or more income categories to be billed. Once items are selected, enter in a due date (this is the day payment is due) and hit the INVOICE button. You will receive the following confirmation message:
The Confirmation box helps you to navigate to what you want to do next.
|Pay by Family||Brings you to the Pay Family Invoice screen|
|Pay by Student||Brings you to the Pay Invoice Screen|
|Create New Invoice||Brings you to the Create Invoice Screen|
|Close||Closes the confirmation box|
Need more help with this?
Please complete our support form if you need assistance.