How to remove billing for a Student or Family?
How to remove billing for a Student or Family?
To effectively manage billing and ensure accurate financial records, it may be necessary to remove billing for a student or a family. Follow these steps to delete recurring and regular invoices associated with a student or family.
Step 1: Access Recurring Invoices
Go to the "Payment" module and select the "Recurring Invoices" option. In the "Search" field, enter the name of the family for whom you wish to eliminate billing. This will filter the results to show only the relevant invoices.
Step 2: Locate and Delete Recurring Invoice
Locate the recurring invoice you wish to delete. In the "Actions" menu next to the invoice, choose "Delete." This will remove the recurring billing setup for the selected family.
Step 3: Confirm Deletion of Recurring Invoice
A pop-up box will appear asking for confirmation. Click "Yes" to confirm the deletion of the recurring invoice.
Step 4: Access Regular Invoices
Return to the "Payments" module and navigate to the "Invoices" section. Locate the regular invoices associated with the family by searching for their name in the search field.
Step 5: Delete Regular Invoice
Similar to the previous step, select the regular invoice you want to delete. In the "Actions" menu next to the invoice, click "Delete."
Step 6: Confirm Deletion of Regular Invoice
A pop-up box will appear for confirmation. Click "Yes" to confirm the deletion of the regular invoice.
By following these steps, you can successfully remove billing for a student or a family, ensuring that your financial records are accurate and up-to-date. This process helps in managing and adjusting billing records as needed, providing flexibility and control over your institution's financial operations.
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