Configure invoice numbering and defaults
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Configure invoice numbering and defaults
- Choose academy-wide or branch-specific mode if offered.
- Review the next-number preview, prefix, separator, padding and next number.
- Set tax defaults, NET days, grace days, partial-payment policy, notes and payment instructions.
- Save the relevant settings; for branch-specific defaults, open that branch’s settings.
What happens next
Later invoices can use the saved numbering and defaults.
Troubleshooting
Copy Academy Defaults is an explicit branch action. Check existing number sequences before changing modes; do not describe settings as rewriting all previously issued invoices.