Find invoices and understand their status
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.
Find invoices and understand their status
- Search by the available term and choose status and issue-date filters.
- Select Filter.
- Open the invoice and check the student, totals, paid amount and remaining balance.
- Review whether it is a normal invoice or a recurring template.
What happens next
You can identify the invoice and the state that needs attention.
Troubleshooting
A payment proof awaiting review has not yet become an approved payment. An overdue balance depends on the invoice dates and settings, not simply its creation time.