Raise New Invoice – Invoice Notes New Option

A valuable enhancement has been introduced to our invoicing process. When generating a new invoice, a convenient invoice notes feature has been incorporated into both the Application Dashboard’s Invoices section and the Enrolment Dashboard’s Invoices section. This enhancement allows you to include pertinent notes while generating invoices, enabling comprehensive communication. These notes are then seamlessly incorporated into the student financial summaries upon saving.

Furthermore, the convenience of adding invoice notes extends to the application creation stage. During the process of creating a new application, you now have the ability to add Invoice Notes from the Application Preview screen. This inclusion of invoice notes at the application level ensures that the information seamlessly carries forward.

Notably, these notes are visible on the Application Dashboard under the Financial tile’s Student Tab. This functionality continues to be relevant even after an application is converted, as the notes persistently appear on the Enrolment Dashboard’s Student Financial Details screen.