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 and one for "Assigned" enrolments. If you selected to include pending enrolments the script will also set up one request for "Pending" enrolments. YOu can edit these find requests before continuing if needed.
When you perform the find, the found set of enrolments will be displayed. Review the records for errors or inaccuracies before continuing the script. 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.
Note that the records you are looking at here are your Tuition Enrolment records. If you change something here, it will change the Tuition Enrolment record.
When you have reviewed the records, 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.
Review these records again for errors.
The records you are looking at now are in the Student Accounts file. Changes you make here will not change the Enrolment record, but will change the billing line for this one billing run.