The Add New Invoice function provides an interface for selecting students and fee categories before generating invoices.
The invoice generation interface provides the following main selection areas:
3.3.1 Students
The Students selection field allows the user to search for and select one or more students for whom invoices are to be generated.
The interface supports searching within the student selection list. This allows users to locate the required students without manually reviewing the entire list.
3.3.2 Fees Categories
The Fees Categories field allows the user to search for and select one or more fee categories to be included in the invoice generation process.
Fee categories determine the type of charges that will be included when the invoice is generated.
3.3.3 Active Term
The Active Term area displays the academic term currently active in the system.
The selected term determines the academic period associated with the invoice generation operation.
The interface provides the following actions:
- Clear — Removes the current selections.
- Generate Statement — Generates a statement for the selected student or students.
- Generate Bulk Invoices — Generates invoices for the selected students based on the selected fee categories and active term.
The interface also provides a Selected Students Statement section that displays summary information after students have been selected and a statement has been generated.
The statement summary includes:
- Students — Number of students included in the statement.
- Total Bill — Total amount billed.
- Total Payments — Total amount already paid.
- Outstanding — Amount remaining after payments have been considered.
A Download Statement PDF option is also provided for obtaining the generated statement in PDF format.