How to Update Class Fees Invoices (Rollback Generated Invoices, Edit the Invoice Template and Regenerate Invoices)

SchoolFocus EdTech Solutions
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18 steps
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2 minutes

Schoolsfocus

Click "Finance"

Click "Fees / Bursary"

Click "Publish & Manage Fees"

Select the Fees Schedules (Invoice Templates) you want to view/update

Click "Go to Class Fees"

Click to switch to the "Mandatory Invoice Templates" tab (if not opened automatically)

Find the invoice template you want to edit and click its Actions button

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 (partly or fully paid) will not be recalled, and have to be edited individually.

Type "DELETE"

Click "Yes. Proceed." and allow the rollback process to complete.

Click the Actions button again

Click "Edit Invoice Template"

Make all the necessary changes to the invoice template

Click the submit button to save the changes

Click the Actions button again

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.

Click "Yes. Proceed." and allow the invoice generation process to complete