Accounts

Accounts Setup
Before creating invoices you need do a onetime setup using the ‘Invoice-Setup’ menu option. Use this screen to format the headers and footers of y...
Fri, 4 Sep, 2015 at 12:08 PM
Creating Invoices
Select the invoice date and payment due date. Select the checkbox options if you would like to apply instrument hire charges and discounts. Instrume...
Fri, 4 Sep, 2015 at 12:04 PM
Viewing and Sending Invoices
Once you create a set of Invoices you will be taken to the View Invoice page, shown below. You can filter this list to display all invoices, open invoices o...
Fri, 4 Sep, 2015 at 12:09 PM
Account Balances
The account balances page allows you to view invoices and payments (ie accounts) on a student by student basis. The total amount still owing by the studen...
Fri, 4 Sep, 2015 at 12:23 PM
Sending Account Statements
You can send an account statement with all the invoices and payments attached to an account. Go to 'Account Balances' and click on the circl...
Fri, 4 Sep, 2015 at 12:33 PM
Account Discounts and Comments
To add Account Comments or Discounts to a particular student, the information is added in the Student Details. Find the student in the Students List...
Fri, 4 Sep, 2015 at 12:47 PM