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Overview

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Editing Invoices is not best practice for Accounting Standards, and can have downstream reporting issues on the General ledger. However from time to time it is necessary when an error in either the funding type or Amount has been made.

*Incorrect Funding type of Amount? Units  Units that have been added to an invoice can't not be added to another invoice. To correct the funding type or amount charge the units need to be removed from the previous invoice, updated then added to a new invoice. To do this the Invoice is set ti In-process, delete the units from the invoice, edit the required fields and then raise a new invoice with the original Units.

**Issuing Student Needs a Refund? Refunds If the student requires a refund due to Special Circumstance Withdrawal, Compassionate Withdrawal etc. and the unit has already been paid off either via payment or Fee-Help the best practice for Accounting methods is for the invoice to remain intact and a credit note to be raised.

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How to Create Invoices in Bulk

There are two ways to create the list of Students required to creating Invoices in Bulk.

Method 1: By Course

1. Click the Student tab in the side menu
2. Click on the Search Course option in the side menu
3. Click on the Course name drop box and select the required Course
4. Click on the Enrolment Status  drop box and select the required Course status
5. Click on the Funding type drop box and select the required Funding type
6. Click on the Search Course Enrolments Image Modifiedbutton
7. Click on the Tick boxes Image Modifiedof the required Students (Alternatively, click on the Select All option)
   
8. Scroll to the bottom of the list
9. Click on the Add Enrolments to List Image Modified button.
10. Once the list has been generated any unwanted records can be removed by clicking Remove Record icon Image Modified
11. Click on the Bulk Invoice option in the side menu
12. Select the Required From Party from the drop box
13. Select the required enrolment period from the drop box
14. Enter any required Information in the Invoice Message Field (Please Note: This message / information will go on all of the invoices generated)
15. Click on the Generate Enrolment Invoices Image Modified button
16. Check the Invoice results list for any error messages for invoices that need attention
    

Method 2: By Report Builder Report

1. Click on the Reports tab in the side menu
2. Click on the Report builder option in the side menu
3. Click on the Global Reports drop box and Select Bulk Select Report (Or other specifically built report)
4. Click on the Load Report Image Modifiedbutton
5. Update any required data or dates to obtain the required student list
6. Scroll down to the Format Report section
7. Select the Bulk Student Select option
8. Click on the Produce Report Image Modifiedbutton
9. Click on the Tick boxes Image Modifiedof the required Students (Alternatively, click on the Select All option)
   
10. Scroll to the bottom of the list and click on the Add Selected to List Image Modifiedbutton
11. Once the list has been generated any unwanted records can be removed by clicking Remove Record icon Image Modified
12. Click on the Student tab in the side menu
13. Click on the Bulk Invoice option in the side menu
14. Select the required From Party from the drop box
15. Select the required enrolment period from the drop box
16. Enter any required Information in the Invoice Message Field (Please Note: This message / information will go on all of the invoices generated)
17. Click on the Generate Enrolment Invoices Image Modifiedbutton
18. Check the Invoice results list for any error messages for invoices that need attention
    

How to

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Raise a Credit Note

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