Publishing Invoices

Use the Invoice Publishing stage of the Invoice Wizard to publish invoices in your chosen format (print, email or published to the Parent Portal). Your choice of invoice format can be selected on a contact by contact basis. For example, parents can choose to view their invoices on the Parent Portal and other contributors to the same pupil's fees can be emailed their invoice.

You can also search for invoices generated in previous invoice runs.

Before invoices can be emailed to parents or published to the Parent Portal, you must ensure the following:

• Fees Billings must be configured to enable invoices to be emailed or published to the Parent Portal.
• Pupil contacts must be set to receive invoices via email and an email address recorded in the contact record.
• Pupil contacts must be set to receive invoices via the Parent Portal and the contact must have an activated Parent Portal subscription.
• Navigation links must be correctly set in the Parent Portal Manager module.

To publish or search for invoices, follow the steps below:

1. After following the Invoice Production stage of the Invoice Wizard, ensure that you are in the billing cycle that you want to work in:
   
2. Select Invoice Publishing from the left hand menu and choose the Invoice Publishing tab:
   
3. Select the invoice run that you want to work with from the drop down in the right of the screen.
4. See Print Invoices if you want to search for invoices generated in previous invoice runs.
5. In the Invoices to generate drop down select either:
   
   • 'All Invoices'. Do not select this option if post invoice run amendments have been made to pupil accounts.
     or
   • 'Amended Invoices Only'. Select this option if post invoice run amendments have been made to pupil accounts. This ensures that only amended invoices are generated.
6. Click Start Process. The invoice generation process runs in the background. This leaves you free to navigate to other iSAMS modules and tasks while it works.
   
7. Once invoices have been generated and the invoice run is listed at the bottom of the screen, choose to:
   • Print invoices.
   • Email invoices to pupil contacts.
   • Publish invoices to the Parent Portal.
8. The invoice run files can now be sent to your external accounting system. See Send Invoices to Sage/accounts package if you have linked iSAMS with Sage.