This section (Accounting > Invoices) will show a list of all invoices created for the student record currently loaded in the system. This will also let you view, edit, pay, etc. each invoice recorded in the system, see all the Workflow links below related to invoices.
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| Warning |
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WARNING Be Sure to update INVOICING TIME PERIOD (see Edit Configuration Period) PRIOR to adding line items to invoices. This will ensure the correct data is added to the invoice. |
NOTE
From time to time something will inevitably go wrong with an invoice.
If Invoices invoices are tracked in an external Accounting Package such as MYOB or XERO, it is best practice to cancel the original invoice, make any changes, generate a new invoice and then report them to the Accounting department Department to ensure all records are up to date and accurate.
The table inside the expand expanding section below are the form fields found when creating a new invoice in Paradigm, see the workflow links below for the instructions on how to create a new invoice.
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| title | Create New Invoice Form Fields with Brief Descriptions |
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Field Name | Brief Description |
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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 | Invoice Date | System generated - The date the Invoice is produced. | Reference Number | A combination of The Invoice number, the student Id and the enrolment period to produce a unique number | 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 | Bill To Party | The Students name and role type | Paid Date | The date the payments are allocated to pay off the invoice | From Party | Institution Name | Total Amount | The total amount of the invoice | Invoice Type | Enrolment Invoice - invoice with tuition type line item Sales Invoice - invoice with non-tuition type line item Purchase Return - refund to the student Customer Return Interest
| Paid Amount | The amount that has been allocated or already paid off on the invoice | Status | Approved Cancelled In-Process paid Ready for Posting Received Sent Write Off
| Owing Amount | The amount still outstanding on the invoice | Description | Text field - Any information required for the invoice | Invoice Message | Text field - Any information required for the invoice | Course Enrolment | The code of the Course the Student is enrolled in | Enrolment Period | The Study Period the units of Study are associated with |
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| Filter by label (Content by label) |
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| showLabels | false |
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| showSpace | false |
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| cql | label = in ( "raising_invoice" , "invoice_workflow" |
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How-To Guide(s)
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| Filter by label (Content by label) |
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| showLabels | false |
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| max | 5 |
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| showSpace | false |
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| cql | label = "invoice_how_to" |
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