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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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.
Choose whichever method applies to your bulk generation of enrolment lists that you want to invoice:
Search Course: Follow the instructions on
How toStatus colour Yellow title 2.
a List of Search Results to a Bulk ListStatus colour Green title ADD using the Report Builder: Follow the instructions on this Report Builder Workflow
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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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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 have now been invoiced.
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If you want to proceed to apply payments to the bulk invoices that you just created, proceed to Bulk Apply Payments to Invoices.
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Recording Payment