Bulk Invoices

Bulk Invoices

BULK INVOICES

This guide will help you create bulk invoices for all parents in your institution or a selected group. You can generate different types of invoices, including Monthly Fees, Tuition Fees, or Other Regular Invoices.

Step 1: Select Invoice Type

Click on the Bulk Invoices module

Select the type of invoice you want to generate:


Step 2: Monthly Fee Invoices

  • It's important to note that in order for the Monthly Fee Invoices to be generated correctly, you need to ensure that the Accounting Settings /Item is configured properly before.




  • It must be ensured that the items required for that invoice have the Monthly Fee switch active.

  • The Select Families window displays all registered families.
  • Check or uncheck families to include or exclude them from billing.

  • Click Continue to proceed to the invoice conditions setup.
  • Configure the following details:


  • After creating the bulk invoices, you can view the generated invoices in the "Recurring Invoices" section.

Step 3: Tuition Fee Invoices

  • Like for the monthly fee invoice registration, we must have previously created the Item in the Setting Accounting section and toggled the tuition fee on

  • The Select Families window displays all registered families.
  • Check or uncheck families to include or exclude them from billing
Set up the invoice terms:



  • After creating the Tuition Fee Invoices, you can view the created invoices in the "Invoices" section

Step 4: Other Regular Invoices

  • Choose the specific grade for which the invoice is being generated.

  • The Select Families window displays all registered families.
  • Check or uncheck families to include or exclude them from billing
Set up the invoice terms:


After creating Other Regular Invoices, you can view the created invoices in the "Invoices" section

Step 5. Video Tutorial

Watch the Video: For a visual guide on how to create Bulk Invoices , please watch the following video



    • Related Articles

    • Bulk Invoices

      BULK INVOICES This guide will help you create bulk invoices for all parents in your institution or a selected group. You can generate different types of invoices, including Monthly Fees, Tuition Fees, or Other Regular Invoices. Step 1: Select Invoice ...

    • Bulk Invoices

      BULK INVOICES This guide is tailored for users with an Accountant profile and aims to streamline the process of generating bulk invoices for all parents in your institution or a selected group. You can generate various types of invoices, including ...

    • Bulk Discount

      BULK DISCOUNTS This guide explains how to apply bulk discounts to a list of selected invoices. This function helps the administration and accounting team efficiently apply the same discount to multiple invoices without the need to edit each invoice ...

    • Bulk Discount

      BULK DISCOUNTS This guide explains how to apply bulk discounts to a list of selected invoices. This function helps the administration and accounting team efficiently apply the same discount to multiple invoices without the need to edit each invoice ...

    • Invoices

      The Invoices feature in the College One Parental Portal allows parents to check their account statements and view the invoices issued in their name. This guide provides a detailed step-by-step process for using the Invoices feature. Step 1: Accessing ...