How to Update Class Fees Invoices (Rollback Generated Invoices, Edit the Invoice Template and Regenerate Invoices)
SchoolsFocus EdTech Solutions
18 steps
2 minutes
Schoolsfocus
Rolling back invoices from an invoice template
1
Sign in to your school portal as an admin (or accountant, if privileges to manage fees schedules)
2
Click "Finance"
3
Click "Fees / Bursary"
4
Click "Publish & Manage Fees"
5
Select the Fees Schedules (Invoice Templates) you want to view/update
6
Click "Go to Class Fees"
7
Click to switch to the "Mandatory Invoice Templates" tab (if not opened automatically)
8
Find the invoice template you want to roll-back its generated invoices and click its Actions button
9
Click "Rollback Generated Invoices" so as to recall all invoices already generated for individual students from this template.\ \ Note that this rollback action can only recall invoices that are yet to be paid at all. All already paid invoices from this template (whether partly or fully paid) will not be recalled, and have to be edited individually.
10
Type "DELETE"
11
Click "Yes. Proceed." and allow the rollback process to complete.
Modifying the invoice template (if applicable)
12
Click the Actions button again
13
Click "Edit Invoice Template"
14
Make all the necessary changes to the invoice template
15
Click the submit button to save the changes
Re-generating students invoices from the template (after changes)
16
Click the Actions button again
17
To regenerate the invoice for all eligible students, click the "Generate Invoice (for all eligible students)" button.\ \ You may also use the "Generate Invoice (for all selected students)" button to select which students in particular you want to generate for.
18
Click "Yes. Proceed." and allow the invoice generation process to complete
