Create a Quick Invoice for a Student's Payment
SchoolsFocus EdTech Solutions
19 steps
2 minutes
Schoolsfocus
Note that this approach is used to manually and quickly create one invoice for one student at a time.\ \ If you want to create class invoices for a class or group of students, or scheduled/recurring invoice, then you will need to use the "Publish & Manage Class Fees" tool as [detailed in this guide](https://scribehow.com/viewer/Create_and_Publish_Mandatory_Class_School_Fees_Schedule_Invoice_Template__vHZds3I5TuGeb7JtkdMGqg)
1
Sign in to your school portal as an admin or accountant
2
Click "Finance"
3
Click "Fees / Bursary"
4
Click "Invoices / Payment Collection"
5
Click "New Invoice"
6
Click "Quick Student Invoice"
7
Click the "Search by Name, Email or Reg. No." field, and proceed to type in a small part of the student's name
8
Click the search icon.
9
In the search results displayed, find the student you want to create an invoice for and click in his/her name
10
Click "Create New Payment Invoice"
11
Click "Create New (On-Demand) Invoice"
12
Provide a title for the invoice
13
To add payment items to the invoice, click "Add New (empty) Fee Item" button
14
Provide a name for the payment item, E.g. "Tuition".\ Also, provide the amount for this item in the Amount box.
15
If you wish to channel the payment for any of the items to a specific bank account, you can click the bank icon at the right end of the item's row, then select the desired destination bank account in the next popup.
16
You can click the "Add New (empty) Fee Item" again to add more (and even more) items to the invoice
17
To enable part payment, click the "Enabled" option under Part Payment. Otherwise, leave it disabled.\ \ Part payment allows the payer to pay the invoice in parts. When disabled, the payer can only pay the full invoiced amount at once.
18
If you enable part payment, then proceed to specify the smallest amount the payer is allowed to pay per installment.
19
Click "Create Invoice for Student"
Create a Quick Invoice for a Student's Payment
SchoolsFocus EdTech Solutions
19 steps
2 minutes
Schoolsfocus
Note that this approach is used to manually and quickly create one invoice for one student at a time.\ \ If you want to create class invoices for a class or group of students, or scheduled/recurring invoice, then you will need to use the "Publish & Manage Class Fees" tool as [detailed in this guide](https://scribehow.com/viewer/Create_and_Publish_Mandatory_Class_School_Fees_Schedule_Invoice_Template__vHZds3I5TuGeb7JtkdMGqg)
1
Sign in to your school portal as an admin or accountant
2
Click "Finance"
3
Click "Fees / Bursary"
4
Click "Invoices / Payment Collection"
5
Click "New Invoice"
6
Click "Quick Student Invoice"
7
Click the "Search by Name, Email or Reg. No." field, and proceed to type in a small part of the student's name
8
Click the search icon.
9
In the search results displayed, find the student you want to create an invoice for and click in his/her name
10
Click "Create New Payment Invoice"
11
Click "Create New (On-Demand) Invoice"
12
Provide a title for the invoice
13
To add payment items to the invoice, click "Add New (empty) Fee Item" button
14
Provide a name for the payment item, E.g. "Tuition".\ Also, provide the amount for this item in the Amount box.
15
If you wish to channel the payment for any of the items to a specific bank account, you can click the bank icon at the right end of the item's row, then select the desired destination bank account in the next popup.
16
You can click the "Add New (empty) Fee Item" again to add more (and even more) items to the invoice
17
To enable part payment, click the "Enabled" option under Part Payment. Otherwise, leave it disabled.\ \ Part payment allows the payer to pay the invoice in parts. When disabled, the payer can only pay the full invoiced amount at once.
18
If you enable part payment, then proceed to specify the smallest amount the payer is allowed to pay per installment.
19
Click "Create Invoice for Student"
