This guide covers Invoice and Expense in the school admin sidebar. Use it to set fee titles, bill a student or a class, record what was paid, and record school spending.

Fee amounts use the running session and term from System Settings. The fee-type page shows those and links to System Settings if you need to change them.

A delete button on an invoice appears only when invoice delete is allowed in system settings, and only when nothing has been paid on that invoice. Deleting a payment-history row also removes the payment records tied to it.

Contents

1. Type of Invoice

2. Create New Invoice

3. Manage Invoice

4. Payment History

5. Aged Receivables

6. Student Statement

7. Daily Collection

8. Expense Category

9. Expense

Suggested order

1. Check the session and term, then add fee titles with an amount for each class.

2. Create the invoice for one student or for the class.

3. Accept payment on Manage Invoice, then print the receipt from Payment History.

4. Use Aged Receivables, Student Statement, and Daily Collection to check what is owed and what came in.

5. Add expense categories, then record spending.