Manage an Individual Pupil Account > Create a Pupil Account Code

Each pupil must have a unique Account Code listed in the Fees Billing module. This is different to the billing contact account code. Pupil account codes are used as a reference on each pupil invoice.

The format of pupil account codes is set up in the Configuration tab. It is not possible to use the same account codes for billing contacts and pupils. Billing contact account codes are used as a customer reference on each pupil invoice.

To create a pupil account code, 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 Account Details tab.
5. Account codes can be entered in one of two ways, either:
   Enter an account code of your choice into the Account Code field.
   or
   1. Click  next to the Account Code field to automatically generate a number. Each number generated is unique.
   2. Click  to select the number or  to generate another number.
6. Click Save.

You can generate pupil account codes in bulk from the Invoice Generation tab. Follow prerequisite invoice checks, missing account codes can be generated with the Fix All function.