This process should be run once at the start of the billing period.
Go to Common Tasks > Billing > Send Tuition Fees to Accounts File.
The script starts by asking whether to include pending enrolments. If enrolments have been entered for the new billing period with an enrolment date in the future, pending enrolments will need to be included. Otherwise, pending enrolments need not be included.
Next, the script will open enter find mode and set up one request for current enrolments. If you selected to include pending enrolments the script will also set up one request for pending enrolments. These find requests can be edited, deleted or added to if needed.
When the find is performed, the found set of enrolments will be displayed. The records should be reviewed for errors or inaccuracies before the script is continued. Common issues include enrolments with no student name (indicating that the enrolment is an active record for a student that has left the school), inaccurate Number of Lessons BP and Number of Lessons RP, and enrolments being included where there are special circumstances.
When the records have been reviewed, select Send to Accounts to send the found set of records to the student accounts file. Follow the prompts to complete term, semester and year data. Billing line items will then be created for the found set of enrolments.
Records should be reviewed for errors.