Overview
Objective
Upon completion of this KB the user will be able to generate Invoices in bulk for students within paradigm
Assumptions
The User has the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications.
The User has an understanding of the Australian Tertiary Education System / VET Sector.
The User has an understanding of Fee-Help / HECS-HELP
The User has a basic understanding of Accounting principles. (Payments, Invoices, Offset of payments, Line items)
- The Student's record has already been created, and is enrolled into a Course of Study and Unit(s)
Key terms and concepts
Field Name | Brief Overview |
---|---|
Invoice Number | System generated invoice number |
Paid date | The date the invoice was paid |
Invoice Date | The Date the Invoice was generated |
Due Date | The date the invoice is due to be paid by |
Invoice type |
|
Status |
|
Description | This field takes information already in the system - Student number, First Name, Last name, Course Enrolled and Invoicing Period Name to create a description of the invoice for each invoice |
From party | Provider / Institution Name |
Reference Number | This Field Takes the invoice number, Student number and Invoicing Period name to create a unique reference number for each invoice |
Invoice Message | This can be any message to the students.Please note the same message will appear on all invoices generated |
Course Enrolment | The Course the Student is enrolled into |
Enrolment Period | The Time period / Semester /Trimester |
Total Amount | Total Amount of the invoice |
Paid Amount | The Amount paid on the invoice |
Owing Amount | Any amount outstanding on the invoice |
Implications
Workflow
How to Create Invoices in Bulk
Creating Bulk invoices is a three part process: 1.Establishing the Invoicing Period, 2. Creating the List of Students and 3. Creating the invoices
Part One - Establishing the Invoice Period
- Click on the System Side menu option
- Click on the Edit time period side menu option .
- Click on the Show All Time Periods Button.
- Click on the Type heading to sort the time periods to find the one to be updated. Alternatively select configuration periods from the time period type drop box and click on the search Time Periods button.
- Click on the pencil icon next to the Invoicing configuration_period
- Scroll to the bottom of the page. The invoicing configuration period has now been loaded.
- Edit the From date using the date picker
- Edit the To date using the date picker
- Click on the Save Time Period Button
Part Two - Creating the Student list
- Click on the Reports tab in the Side menu
- Click on the Financial Option in the Side menu
- Scroll down to the Invoice - Bulk Student Select report
- Click on the Get Report Button next
- Enter the Unit Census date from and Unit Census date to
- Select the Course(s) required (to multi select courses hold the control button and use the mouse to click on all of the required Courses)
- Select the Bulk Student Select option
- Click the Produce report button
- A list of students who meet the criteria will be produced
- Click the Tick boxes next to the required students (Alternatively click on the elect all tick box)
- Scroll to the bottom of the list
- Click on the Add Selected to list button
Part Three - Creating the Invoices
- Once the list is produced click on the Student tab in the side menu (if the tab is not already open)
- Click on the Bulk Invoice option in the side menu
- If any students need to be removed from the list click on the remove option
- Enter the Unit Start date
- Enter the Unit End date
- Enter the Invoice date
- Enter the Invoice due date
- Select the Enrolment Period from the drop down box
- Enter any messages required for the invoice (Please note: The message will go out on all of the invoices so ensure it is generic)
- Click on the Generate Enrolment Invoices Button
- The invoices have now been produced, scroll down and check that a success message appears for each record.
- An invoice id (number) will appear for each unit added to an invoice.
Further reading
Setting Invoicing Configuration / Time periods in the System Tab
Generating Single invoices