View your Raise Invoices Screen by pupil instead of by Contact

TABLE OF CONTENTS

• Introduction
• View your Raise Invoices Screen by pupil instead of by Contact

Introduction

In the default view the Raise Invoices screen is by billing account contact. You can change this to raise invoices by pupil if you change the Raise Invoices screen to the Show Pupils view.

View your Raise Invoices Screen by pupil instead of by Contact

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 which are now enabled 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 Engage Fees Billing guide (Invoices section).