Manage an Individual Pupil Account > Using Pupil Account Notes

Use the Cycle View tab in the Fees Billing module to compile account notes for individual pupil accounts. Pupil account notes are different to Billing Notes which are displayed on pupil invoices.

Pupil account notes can be listed as either:

• Pupil Notes. These notes are listed on the remittance advice part of an invoice.
  or
• Contact Notes. These notes are private and are useful for holding confidential account information, such as the reason for an extra bursary discount. Notes can be listed for both billing and non-billing contacts.

Choose to:

• Add a Note.
• Edit a Note.
• Delete a Note.

Add a Note

To add an account note, follow the steps below:

1. Select the Cycle View tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Single Pupil Views from the Navigation tab to display the Single Pupil View screen.
3. Use the filters available to refine your search and select the pupil record that you want to edit.
4. Select the Notes tab
   
5. Click Add Note. A popup window is displayed:
   
6. Select either 'Pupil' or 'Contact' from the Note Type drop down list to categorise your note. If 'Contact' is selected here, choose a Contact from the drop down box displayed.
7. Add the note text in the Description field.
8. Click Save & Close.
   The note is displayed in the Notes tab.

Edit a Note

To edit an account note, follow the steps below:

1. Select the Cycle View tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Single Pupil Views from the Navigation tab to display the Single Pupil View screen.
3. Use the filters available to refine your search and select the pupil record that you want to edit.
4. Select the Notes tab:
   
5. Locate the note that you want to edit and click .
   A popup window is displayed:
   
6. Edit the note text in the Description field.
7. Click Save & Close.
   The note is displayed in the Notes tab.

Delete a Note

To delete an account note, follow the steps below:

1. Select the Cycle View tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Single Pupil Views from the Navigation tab to display the Single Pupil View screen.
3. Use the filters available to refine your search and select the pupil record that you want to edit.
4. Select the Notes tab:
   
5. Locate the note that you want to delete and click .
   You are prompted Are you sure you want to delete this note?
6. Select Yes.
   The note is removed from the Notes tab.