Objective
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Assumptions
Warning |
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Warning - Be Sure to update invoicing time periods PRIOR to adding line items to invoices. This will ensure the correct data is added to the invoice. |
The User has the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications.
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Field Name | Brief Description | Sample Data |
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Invoice Number | System generated invoice number beginning with 'I'. This number will appear on the invoice and in the enrolled unit record for reference and reconciliation | I10008 |
Invoice Date | System generated - The date the Invoice is produced. | 23/03/2019 |
Reference Number | A combination of The Invoice number, the student Id and the enrolment period to produce a unique number | EII10008-100001-2019-S1 |
Due Date | The date the invoice payment is required by. This can be coded as a certain number of days after the due date or can be altered as required | 06/04/2019 |
Bill To Party | The Students name and role type | James McMorran (Student) |
Paid Date | The date the payments are allocated to pay off the invoice | 05/04/2019 |
From Party | Institution Name | - |
Total Amount | The total amount of the invoice | $9800.00 |
Invoice Type |
| Enrolment Invoice |
Paid Amount | The amount that has been allocated or already paid off on the invoice | $0.00 |
Status |
| In-Process |
Owing Amount | The amount still outstanding on the invoice | $9800.00 |
Description | Text field - Any information required for the invoice | 100001 James McMorran in BBIS for Semester 1 2019 |
Invoice Message | Text field - Any information required for the invoice | Your Prompt Payment is appreciated! |
Course Enrolment | The code of the Course the Student is enrolled in | BBIS |
Enrolment Period | The Study Period the units of Study are associated with | S1 2019 |
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