Select the correct invoicing style for your invoices

TABLE OF CONTENTS

• Introduction
• Select the correct invoicing style for your invoices
• Follow On
• One Page per Pupil
• One Invoice per Pupil

Introduction

Engage Fees has three different invoicing styles available for your automated invoices. There is one individual and two family type invoice styles.

You can set the invoicing style individually for each Bill Payer in the Parent Defaults screen.

Select the correct invoicing style for your invoices

1. Go to Fees>Setup>Parent Defaults and select the Bill Payer account(s) to change. If Bill Payer accounts link to a Non Direct Debit type Payment Profile, you can select and update multiple accounts at the same time.
2. In the Payment and Bank Defaults pane, select one of the following, followed by Save:

Follow On

• Family style, single invoice containing all pupils for the same Bill Payer.
• The charges for each pupil group together with a subtotal. If there are too many invoice lines for one page, the invoice will continue onto subsequent pages.
• Can include Opening Balances brought forward in the invoice total.

One Page per Pupil

• Family style, single invoice containing all pupils for the same Bill Payer.
• The charges for each pupil start on a new page.
• Can include Opening Balances brought forward in the invoice total.

One Invoice per Pupil

• Creates a separate invoice for each pupil.
• Cannot include Opening Balances brought forward in the invoice total.

3. When you post invoices, Engage Fees will produce the automated invoices in the selected style for each Bill Payer.
4. The default invoice style for new Bill Payer accounts is set in Fees>Setup>Account Structure

Note: For more information on working with invoicing preferences, please see the Engage Fees Setup guide, Parent Defaults section.