Use the Next Term Text box in the Raise Invoices screen

TABLE OF CONTENTS

• Introduction
• Use the Next Term Text box in the Raise Invoices screen

Introduction

The Next Term Text box in the Raise Invoices screen allows you to enter the next term details on the invoice you are raising.

Use the Next Term Text box in the Raise Invoices screen

1. Go to Fees>Invoices>Raise Invoices.
2. Set your Invoice and Invoice Due dates as normal.
3. Enter the text you would like to appear in the Next Term Text field on your invoice (please see the note).
4. Complete the other invoice parameters as normal, then select Raise Invoices and follow the normal invoicing process.
5. The Next Term Text will appear on your invoice.

Note: The Next Term Text field must be enabled on your invoice template for it to appear on an invoice. If the text does not appear, please raise a case in Engage Help to add the field your invoice template.

For more information on raising invoice, please see the Engage Fees Billing guide, Invoicing section.