Publishing Invoices > Configure Fees Billing for Publishing Invoices

Configure the Fees Billing module so that invoices can be emailed and published to the Parent Portal:

1. Select the Configuration tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Global from the Navigation tab to display the Global Settings screen:
   

3. Select Invoices from the tabs available.

4. Complete the Invoices By Email section:
   

   Field	Explanation
   Send Invoices via email	Check this box to enable sending invoices via email.
   Send Invoices via email for all Billing Contacts	Check this box for all pupil contacts marked for 'Billing' to be emailed a generated invoice by default.
   Default email from Name/Address	Enter the default sender name and email address when invoices are sent directly from iSAMS.

5. In Email Templates, click Create to display this popup window:
   
   1. Enter a Template Name and Email Subject. The Email Subject is displayed when the invoice is sent.
   2. Enter the body of the email using the merge fields and formatting bar, if required.
   3. Click Save Template and confirm your selection in the popup dialog box displayed.
      The template is listed and can be amended or deleted at any time.

6. Complete the Parent Portal section:
   

   Field	Explanation
   Send Invoices to Parent Portal	Check this box to enable invoices to be published to the Parent Portal.
   Invoicing on Portal for all Billing Contacts	Check this box for all pupil contacts marked for 'Billing' to view their invoices in the Parent Portal.

7. Click Save Settings once you have completed your selections.