Create schedule invoices
When to use this procedure
Follow the steps below to create invoices for any unpaid classes. Invoices may be created for all individuals for the reporting period or for a specific account and sub-account.
Example of use
Students are set up with Weekly billing and pay for a month's worth of classes at the beginning of each month. You invoice students at the end of each month so they know how much to pay for the next month's classes. Today is September 25 so you enter 10/31/2014 in the Bill Through Date box. Each student account with a billing record dated prior to and including October 31 is invoiced for each week in the month. In other words, if students have a class on Mondays and there are 5 Mondays in October, the students are invoiced for 5 classes. If October has 4 Mondays, the students are invoiced for 4 classes. Each invoice includes the invoice date (Posting Date field) and the lesson date (Purchase Order# field). All billing records dated prior to and including October 31 are removed from the student accounts.
If the students were set up for monthly billing, just one invoice would be added to the student accounts for the applicable rate.
Steps to complete
- On the Create Scheduling Invoices window, enter bill through and posting dates, if different from the current date.
- To create invoices for a specific customer, enter a customer and student account in the Account - Sub boxes. Otherwise, leave these boxes blank.
- Click Preview Invoices. The grid populates with invoices matching your criteria.
- Clear the check box of any invoice you do not want to create.
- Click Save Invoices. The invoices are saved to the customer account(s).
Did you know? You can view a student's invoice history through the associated customer account history. On the Modules menu, point to Customer and click Customer History. Select the customer account the student is associated with and click Select. The description for lesson invoices is Lesson Invoice.
