View Billing Contacts in the Raise Invoice screen

TABLE OF CONTENTS

• Introduction
• Find a pupil on the Manage Contact Contributions screen

Introduction

All Billing Contacts that have pupil charges allocated to them will appear in the Raise Invoice Screen.

Find a pupil on the Manage Contact Contributions screen

If you have allocated charges to a pupil but cannot see them on an invoice, you may need to run the Compile Charges routine.

1. Go to Fees>Compilation>Compile Contributions.
2. Validate that all pupils have the Contribution Complete
3. Select all pupils and run the compilation routine.
4. The charges should now be available to see on an invoice.

If there is no tick in the Contribution Complete box against the pupil with the missing invoice:

1. Go to Fees>Allocation>Manage Contact Contributions.
2. Find the pupil without an invoice and set the Billing Contact to receive the charges.
3. Complete steps 1 to 4 above.

Note: You can view the Review Compiled Charges screen to see the charges allocated to each Billing Contact after you run the compilation routine, but it is often easier to simply preview the invoice from the Raise Invoices screen.

For more information on compiling charges, please see the Engage Fees Billing guide.