Set the Invoice Number when you Receive deposits

TABLE OF CONTENTS

• Introduction
• Set the Invoice Number when you Receive deposits

Introduction

The Invoice Number is an optional field when you post to the Receive or Refund Deposits screen.

Set the Invoice Number when you Receive deposits

Engage Fees has the facility for you to record an invoice number against deposit receipts or credit note numbers on deposit refunds where you are NOT using a Deposit type charge on an automated invoice.

If you are raising a manual invoice from OUTSIDE of Engage Fees to request a deposit payment from parents, you may wish to track the school document number on the Deposit Receipt issued.

1. Go to Fees>Collections>Receive or Refund Deposits and enter a deposit receipt as normal.
2. Manually enter an invoice number to show on the receipt. You must have the field enabled on your deposit receipt template for this to show.
3. Complete and save your deposit in the normal way. Select the Issue Receipt box if you want to issue a receipt to parents.
4. Post the deposit receipt and issue the receipt in the normal way.

Note: The Credit Note number on Deposit refunds does not currently display within Engage Fees. No receipt is issued with Refunds.

For more information on working with Deposits, please see the Engage Fees Collections guide