The Auto Invoice function creates a new invoice and adds line items based settings in Course Section Fees, Global Fees, and the Client's active Fee Group. If there are no course section fees, a zero line item invoice is created.
Creating Course Specific Fees
- From Main Menu > Courses > Sections > Fees, enter new course fees that are for a specific Course Section. If a course has multiple sections and the fee is relevant to each section, the fee should be entered for each section.
Creating Global Fees
- From Main Menu > Selects > Global Fees, enter new global fees that are not for a specific Course Section.
Additional Information for InvoiceA method:
- Branch Profile: Under preferences, set [Enable Auto Invoice] = Yes.
- Branch Profile: Under preferences, set [Session Current/Default] = Current Session. Invoices only get created for course sections that match the current session. Assignments for course sections will record, but the invoice will be created.
- Only one invoice will be created per Session. Adding new Assignments will modify the existing invoice matching that session. Any manual invoice line items will be lost in the process unless the [Auto Invoice Delete] field is unchecked, meaning = No. When adding a new Assignment for the current session, the current invoice line items are deleted and reconstructed.
- When adding a new Assignment outside the current default Session, the invoice will not be created. To force the invoice creation after the Assignment has been added, go to the Client Invoice screen and click the [Auto Invoice] button. Select the Session that you want to create a new invoice for. If an invoice exists for that Session, select the Invoice Number instead of the Session name.