Batch Invoicing

Overview

Batch invoicing allows you to invoice multiple students at the same time.

Accessing Batch Invoices

Go to School and click Batch invoicing.
This will open a list which shows:
  • Date
  • Batch number
  • Month it was posted
  • Amount
  • Note used as description
You can delete these batches after the invoices are posted.

Creating Batch Invoices

  1. Go to School and click Batch invoicing.
  2. Click Create.
  3. The Number field can be left blank, and the system will automatically assign the batch number based on the previous batch number. You can put in your own batch numbers if you would like to have a specific set of numbers. Specify such numbers individually for each batch.
  4. Select the opening and closing dates that you want the invoices to be posted to.
  5. In the Note field, you can see a brief description of what invoices are there in the batch.
  6. Click Add to open your inventory list, select the item that you will be invoicing, and specify the quantity for each line. In the bottom section, select students, click Pick to add groups of students or Add to add students one by one. Use filters to filter classes & grades you want to create invoices for. Press Ctrl + A to select all students and Ctrl to select them individually.
  7. Click Select at the top to complete the student selection. This will take some time to select all the chosen students.
  8. Once the students appear in the bottom section, enter the Price at the top section and press Enter. This will take the price to the Amount column in the bottom section.
  9. Click Create and post documents so that the system generates and posts the invoices. The invoice amount will be displayed in blue for each student.
  10. Click Save and close.
You can see a list of these invoices under Sales → Tax Invoices.
Please note: the fields that have red lines are mandatory, and you will not be able to proceed without filling them. Other fields are optional.