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Overview

Raising invoices in Paradigm can also be done in bulk. This knowledge article will guide you on how to raise invoices in bulk by using the Course menu or Report Builder in generating the student lists in bulk and raising invoices using the Student > Bulk Invoice menu.

NOTE

It is assumed that the INVOICING Configuration Period has already been updated and correctly configured within the time period where you want your invoices to apply, see Edit Time Period>

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Edit Configuration Periodfor the instructions.

Workflow

1. There are two (2) methods on how to generate a bulk list of students when raising invoices in bulk in Paradigm: (1) Search Course, (2) using the Report Builder menu.

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  1. Search Course: Follow the instructions on:

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    How to
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    a List of Search Results to a Bulk List

  2. using the Report Builder: Follow the instructions on this Report Builder Workflow: Bulk Student Select

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2. Once the bulk list has been created, choose the Student > Bulk Invoice menus on the side, (

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) Fill out the necessary / required fields on the form (see below screenshot). (
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)After filling out the form, click the GENERATE ENROLMENT INVOICES button.

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3. Check the invoice results list for any error messages, for invoices that need attention (sample results list screenshot below with no errors). All students in the bulk list has have now been invoiced.

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If you want to proceed to applying apply payments to the bulk invoices that you just created, proceed to Bulk Apply Payments to Invoices.

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