Raise a batch of invoices by year group or form

TABLE OF CONTENTS

• Introduction
• Raise a batch of invoices by year group or form

Introduction

You would normally issue invoices by Billing Account and in the default view the Pupil filters are not active. It is possible to apply normal year or form filters if you change the Raise Invoices screen to the Show Pupils view.

Raise a batch of invoices by year group or form

1. Go to Fees > Invoices > Raise Invoices.
2. Select the Show Pupils.
3. The grid view will change to show individual pupils and the Pupil filter row will now be enabled at the top of the screen.
4. Apply the required Pupil filters and select the pupil invoices to invoice.
5. Produce your invoices as normal.

Note: The system will ask you if you wish to include siblings in the invoice where a family style invoice is set for the bill payer.

For more information on raising invoices, please see the Fees Billing guide (Invoices section).