Enrolment Financials – Edit Multiple Invoices

For ease of use, we have now introduced a new screen “Edit Invoices” on Student Financial Detail Screen.

In the past, to edit the invoice dates or their amounts we were editing each invoice individually. But now with this new screen, we can edit multiple invoices at once. Isn’t that easy? Yes, it is and will save a lot of time.

To edit multiple invoices, Just click on the edit icon on the student financial detail screen.

This will open the Edit Invoices screen as shown below. From this screen, we can edit the invoice date, invoice due date, amount, and GST for all the invoices (highlighted in green color). We can also delete any fee line item by ticking the tick box in front of all the line items for each invoice.

Business Rules

A – The system will only update the student invoices from this screen, it will not regenerate the agent commission invoices. So, if needed you have to change them manually from Agent commission screen.

B – If there is any negative invoice, the system will not allow you to edit it. It will show you the negative invoice in red font color as a line item.

C – If there is any financial transaction against any of the invoice, then the system will not allow you to edit that invoice. It will show you the invoice line items but in a read only mode i.e. non editable.

D – If there is only one line item in any invoice then it will make delete tick box as read only because the system will not allow to delete the whole invoice.

E – By ticking the tick box, the system will delete that fee line item after saving the screen.

After editing all the invoices, you can click on the save button to save the changes.

Important Links

• Enrolment Dashboard
• Financials
• New Invoice