Use the Invoice Generation tab in Fees Billing to generate pupil invoices for your selected billing cycle.
Bear in mind:
- It is recommended that a single invoice run is generated for your whole school. This prevents problems occurring when you have sibling groups with direct debit payment schedules.
- Fixed direct debit payment schedules are created using the Direct Debits tab.
- Variable direct debit plans are generated during the invoice generation process.
- Use the Amendment System to make changes to individual pupil accounts once invoices have been generated.
Work through the stages available in the Invoice Wizard to generate invoices successfully:
- Prerequisite Checks. All data to be processed is checked and issues are highlighted for you. Any problems with the invoice run can be resolved at this stage.
- Invoice Preview. Select which pupil accounts are to have invoices generated in this run. You also edit any invoice values.
- Invoice Production. Select which invoices are to be generated. You can also change invoice due dates at this stage.
- Invoice Publishing. Generate invoices. Choose to generate a single PDF file or separate invoices. These can be posted or emailed to billing contacts. You can also choose to publish individual invoices to the Parent Portal.
- Send to Sage/Chosen Accounts Package. Forward pupil account information to Sage 200 or other chosen accounts package. This stage is only available if you have configured a link between iSAMS and Sage 200. See External Account Configuration for help on linking iSAMS and Sage 200.
- Invoice Publishing History. All generated invoices are logged in the Invoice Generation tab. This is useful for checking old invoices and viewing a log of how invoices have been sent to billing contacts.