Students often request additional options after arrival and once they have started their studies.  Their invoice has often been processed and all fees paid, but they need to be invoiced for further items.  Some examples of the additional fees are:

Extra lessons
Exam Fees
Book Fees
Accommodation
Transfers
Excursions/Activities

Within the Invoicing screen of a student’s enrolment there is an option ‘Use Credit and Re-Invoice Method?’ and this can be used for producing a new invoice just for the additional fees without affecting the original invoice.

There is …

Students often request additional options after arrival and once they have started their studies.  Their invoice has often been processed and all fees paid, but they need to be invoiced for further items.  Some examples of the additional fees are:

Extra lessons
Exam Fees
Book Fees
Accommodation
Transfers
Excursions/Activities

Within the Invoicing screen of a student’s enrolment there is an option ‘Use Credit and Re-Invoice Method?’ and this can be used for producing a new invoice just for the additional fees without affecting the original invoice

There is …

All master documents work in the same way.  Each master document consists of a Word document with a Class header record that identifies and controls its use in the system.

There is a helpsheet (no.SQL082) which covers this.  Please click on the following link to view or download helpsheet – SQL082.net Creating Master Invoice.doc

There is the facility to create multiple enrolment proforma’s/invoices and this is in the “Batch Print”.

The invoice batch print should be run at least once every month to ensure proforma’s are converted to invoices/credits.

Users not printing proforma’s on a “one by one” basis (as enrolment’s are created/amended) should run the batch print on a daily basis.

There is a helpsheet (no.SQL182) which covers this.  Please click on the following link to view or download helpsheet – SQL182.net Invoice Batch Print.doc

Occasionally after the final invoice has been produced an amendment needs to be made to the booking which requires a new invoice.

This can be done from the Booking screen opening up the booking line that is incorrect, and amending the number of weeks to force a recalculation of the finance.

There is a helpsheet (no.HS232) which cover this.  Please click on the following link to view or download helpsheet – HS232 Enrolment – Force refinance after Final invoice produced.docx or please watch …

To amend the layout of your invoice/credit document, you need to go into the master template document.

There is a helpsheet (no.SQL001) which covers this.  Please click on the following link to view or download helpsheet – SQL001.net Amend Invoice Layout.doc