Invoicing

Owned by Zaac Totonjian (Unlicensed)
Last updated: 12 Oct, 2023 by Educonnex Support
2 min read


To generate an invoice for transaction batches

  1. Go to Menu > Finance > Micro-Billing > Search Transaction batches.


  2. Search for and select the transaction batches you wish to generate an invoice for.


  3. Tick the checkboxes of the transaction batches. 

  4. Click Actions > Generate invoices for selected batches.
     

  5. Select a name and the invoice date.

 

The invoice date selected will be used to determine when bills are due based on individual payment configurations.

 

6.  Click Save.  The invoice group status will change to Pending

7.  Go to Search Invoice Groups

8.  Select the invoice group/groups.

 

9.  Click Actions > Approve Selected Invoice Groups A confirmation box will appear

 

10.  Click the confirmation checkbox and Save



Once the Invoice Group has been approved and published, a spreadsheet should be extracted from the Reports module of educonnex for import into your school’s chosen accounting package, such as Xero.

In addition a Schedule of Fees report can also been generated from the Reports module.