Use the Cycle View tab in Fees Billing to manage charges and billing details in pupil accounts in your selected billing cycle. To manage individual pupil accounts, select the Single Pupil View option from the navigation menu.
The Single Pupil View option is useful for one off changes to pupil accounts.
Choose to:
- Search for a pupil account.
- Manage the charges and discounts made to a pupil account.
- Manage billing contact account details. Add bank account details or create account codes. Each billing contact must have a unique account code.
- Edit billing notes. Customise the templates used for billing notes in individual pupil accounts.
- Set up split billing for pupil invoices.
- Create a pupil account code. Each pupil account must have a unique account code.
- Manage the deposits on a pupil account. Add or refund deposits on pupil accounts.
- Manage account notes. Account notes can be displayed on remittance notes or be for internal use only.