Creating Invoices

Overview

Learn how to create invoices one-off, in batch and options surrounding split household situations.

Considerations Before Configuring Tuition

Prior to configuring tuition for a school, there are a number of things that should be considered.

Schools should determine a single tuition invoicing strategy that they are able to implement across every tuition invoice: either household-centric invoicing or student-centric invoicing. You should never try to create a student-centric invoice for a household-invoicing school and vice-versa.

Student-centric Invoicing Schools

  •  should always specify a person on the Header tab > Person field. That person should always be the Student.
  •  should also specify Household on the Header tab > Household field
    • this should always be the Household in which the invoice's primary Billing (paying) Person resides.
  • should insure that there is always a billing person on the Billing Info tab > Billing Person field of the invoice, specifying the single person ultimately responsible for paying that invoice. 
    • This defaults to the Head of the Household (HoH) you have specified for the invoice, but can be overridden.

Household-centric Invoicing Schools

  • should NEVER specify a person on the AR Invoice Header > Person tab.
  • should ALWAYS specify the household on the Header tab > Household field.
    • this should always be the Household in which the invoice's primary Billing (paying) Person resides. 
  • should insure that there is always a Billing Person on the Billing Info tab > Billing Person field of the invoice, specifying the single person ultimately responsible for paying that invoice
    •  This defaults to the Head of the Household (HoH) you have specified for the invoice, but can be overridden.

Create One-Off Invoices


Create Invoices in Batch