Auto Invoice Settings

The Auto Invoice function creates a new invoice and adds line items based on settings in Course Section Fees, Global Fees, and the Client's active Fee Group. If no course section fees exist, a zero line item invoice is created. This feature applies to Invoice A only.

Applies To: Invoice A Only

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Creating Fees for Auto Invoice

Course-Specific Fees

1. Go to → Main Menu → Courses → Sections → Fees.
2. Enter new course fees for a specific Course Section.
3. If a course has multiple sections and the fee applies to each section, enter the fee separately for each section.

Global Fees

1. Go to → Main Menu → Selects → Global Fees.
2. Enter new global fees that are not tied to a specific Course Section.

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Auto Invoice Settings (Invoice A Method)

To enable Auto Invoice, update the following settings in the Branch Profile Preferences:

• Enable Auto Invoice → Set to Yes.
• Session Current/Default → Set to Current Session.
  • Invoices will only be created for course sections that match the current session.
  • Assignments for course sections will still record, but the invoice will not be created if the session does not match.

Important Auto Invoice Behavior

• Only one invoice is created per session.
• When adding new Assignments, the existing invoice for that session is modified.
• Any manual invoice line items will be deleted unless:
  • The Auto Invoice Delete field is unchecked (set to No).

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Handling Assignments & Invoice Creation

Adding an Assignment in the Current Session

• When a new Assignment is added for the current session, the current invoice line items are deleted and reconstructed.

Adding an Assignment Outside the Current Session

• If a new Assignment is added outside the current default session, the invoice will not be created automatically.
• To force invoice creation after adding the Assignment:
  1. Go to the Client Invoice screen.
  2. Click [Auto Invoice].
  3. Select the Session for which you want to create a new invoice.
  4. If an invoice already exists for that session, select the Invoice Number instead of the Session name.

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Conclusion

The Auto Invoice function streamlines invoicing by automatically generating invoices based on course section and global fees. Proper configuration of Branch Profile settings and Session assignments ensures accurate invoice creation. For further assistance, refer to related articles or contact support.