Producing Invoices

Use the Invoice Production stage of the Invoice Wizard to select which invoices are to be generated. You can also change invoice due dates at this stage.

Skip straight to the Invoice Run History tab if you are generating amended invoices.

To produce invoices, follow the steps below:

1. After following the Invoice Preview stage of the Invoice Wizard, ensure that you are in the billing cycle that you want to work in:
   
2. Select Invoice Production from the left hand menu and choose the Generate Invoices tab:
   
3. Open the Preview Runs drop down list and select the invoice preview run that you want to work with.
4. In the Produce Invoices section:
   1. Enter a Name to identify the invoice run.
   2. Set the dates for any Variable Direct Debit Plans in the invoice run.
   3. Select the Invoice Run Date. This defaults to today's date but can be amended to suit your school.
   4. Select the Due Date for invoices. This is displayed on final invoices. Alternatively set the number of days after Run Date that invoices are due.
   5. Click Start Process. A message is displayed once invoices have been generated.
   6. Click OK.
5. Select the Invoice Run History tab. Your invoice run is listed:
   
6. Click  in your selected invoice run to select to generate amended invoices. You are prompted when changes have been successfully applied.
   You may notice that more invoices are produced than pupils are listed; this is due to split billing arrangements. The total to be invoiced is listed for you. This is a useful accounting tool.
7. You are now ready to print invoices or produce invoice files to e-mail to billing contacts.