Create a student invoice
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.
Create a student invoice
- Choose the branch and student; enable inactive or graduated search only if needed.
- Check invoice number, issue date, due date, reference and notes.
- Add fee, course, inventory or manual lines through the options available on the page.
- Review quantities, discounts, tax and totals.
- Select Save & Open Invoice.
What happens next
The new invoice opens with its saved lines and balance.
Troubleshooting
Course enrolment and invoicing are separate. Check the exact branch and currency before saving; a saved invoice is not proof of payment.