There are several options that you can choose for your invoices. You can edit these settings during the invoicing process, or at any time.

While Generating Invoices

When it comes to finalising accounts lines, to generate invoices you need to select Produce Invoices in the options.

The next screen you come to will be the invoice setup screen.

  • Invoice Title - This is generally required to be "Tax Invoice"
  • Payment Terms and Due Date - If you enter a number of days, it will calculate the due date for you. Alternatively, enter the due date directly and that will come up again by default the next time you produce invoices.
  • Early Bird Discount and Late Fee - If you enter information in here, you will have the option on the invoices screen to apply these fees to the invoices.
  • Details of payment options - If you select to allow BPay payments, the invoice will display the BPay details you set up (see BPay Option on Invoices). The other text in the large box is just freely typed in.
  • Invoice Options - You can opt to display the total account balance on the invoice, in addition to the balance of the individual invoice.
    You can select STUDENT invoice, which will then include current enrolment information, or OTHER, which will not display that information.
  • Invoice Note - You can add text that will be displayed along the bottom of the invoice. Once the invoice is generated, this text remains with the invoice record, even if you change it in the Invoice Setup screen later.

Anytime

You can also change the invoice setup settings without running the invoice generation script.

Go to Common Tasks > Set Up – Conservatoriums > Set up invoice template

Changes made here will affect all reprinted invoices, except for the note text which must be reset manually.