Application dashboard > Financial tile > Burger Menu > Invoice

Enrolment Dashboard > Financial Tile > Burger Menu > Invoice

From there, you can select the burger menu and choose the New Invoice icon, which will open the Enrolment Dashboard/Application Dashboard> Invoice screen.

Steps to create a new invoice against the application:

• To fill in the necessary details in the Invoice summary tile,  you can begin the process of creating a new invoice by entering the details.
• Next, enter the Invoice Reference. The Invoice Reference is a unique identifier or number assigned to the invoice for tracking and reference purposes.
• If there is any discount applicable to the invoice, you have the option to include the discount-related information. To do so, locate the section designated for discount details, which may be found on the Invoice screen.
• Moving on to the Fee Selection tile, you will find dropdown fields to select the Fee Type and Fee Name. These fields are used to identify the specific fee associated with the invoice. Choose the appropriate Fee Type and Fee Name from the available options in the respective dropdown menus.

Fee Selection fields	Explanation
Fee Type	Fee type is a dropdown and one can create a fee type in TEAMS from the User Code Screen, where you can select the type of fees (Tuition fee, Material fee, Application fee)
Fee Name	The fee name is also a dropdown, and one can create a fee type in TEAMS from the User Code Screen that will show you the list of the fees and the list of the fees will depend on the fee type that you have selected.
Fee Amount	Once you select the fees from the fee drop-down, the system will automatically populate the fee amount in the fee amount field; if you want, then you can edit the amount also.
Discount	If you want to give a discount to the student you can enter the amount in the Discount field.
Discount Notes	You can update the Discount note by clicking on the clipboard icon and after entering the notes again, you have to click on the clipboard icon to save the notes.
Discount Reason	The discount reason is also a dropdown value if you are entering the amount in the discount, then the discount reason is mandatory to be updated.
Total	Once you select the fees from the fee drop-down, the system will automatically populate the fee amount in the fee amount field; if you want, then you can edit the amount also.

Create a new invoice against the Enrolment:

The New Invoice screen is a screen from where you can add a new invoice or instalment to the fees of the student.

The Invoice Reference field is not mandatory. However, if you have some specific reference information, you may enter it here. It will be added to all invoices that are generated in this process. A user can split a single invoice into multiple instalments. Simply enter the number of instalments you want, and the system will automatically calculate and adjust the amounts accordingly. This not only simplifies the invoicing process but also provides greater flexibility for managing payments.

The Fee Selection tile allows you to choose the fees and the relevant information for the invoice/s. To select the fee or fees that you wish to add to the invoice/s, you must first select the type of fee that you wish to add.

For example, if you wish to add a Tuition Fee to the invoice, then select from the Fee Type dropdown the option for Tuition Fees. The system will then show you a list of tuition fees linked to the program for the enrolment that the invoice is for. It is important to note that if you cannot see the specific fee that you want to add, you need to speak to the person who manages your TEAMS site as they may not have added or setup the fee correctly for you to use.

Once you have selected the fee, the system will load the amount in the Rate field. You will also see an amount in the Total field, which is read-only, and where GST was applied you will see an amount in the Includes GST of read-only field. 

Fields	Explanation
Fee Type	Fee type is a dropdown and one can create a fee type in TEAMS from the User Code Screen, where you can select the type of fees (Tuition fee, Material fee, Application fee)
Fee Name	The fee name is also a dropdown, and one can create a fee type in TEAMS from the User Code Screen that will show you the list of the fees and the list of the fees will depend on the fee type that you have selected.
Fee Amount	Once you select the fees from the fee drop-down, the system will automatically populate the fee amount in the fee amount field; if you want, then you can edit the amount also
Discount	If you want to give a discount to the student you can enter the amount in the Discount field.
Discount Notes	You can update the Discount note by clicking on the clipboard icon and after entering the notes again, you have to click on the clipboard icon to save the notes.
Discount Reason	The discount reason is also a dropdown value if you are entering the amount in the discount, then the discount reason is mandatory to be updated.
Total	Once you select the fees from the fee drop-down, the system will automatically populate the fee amount in the fee amount field; if you want, then you can edit the amount also.
+ Generate Agent commission	When the fee type is selected as”Tuition Fee”, a checkbox will appear saying” Generate Agent Commission”. If you do not tick the checkbox, the agent commission will not be generated.

Invoice Summary Fields	Explanation
Invoice date	The invoice date will be the date of the invoice and it should be between the enrolment start and end date.
Installment plan	From the instalment plan dropdown, you can select the instalment plan, only those instalment plans will be visible under this dropdown that is linked to programs
Flexible invoice	It allows the users to easily split a single invoice into multiple instalments. Simply enter the number of instalments you want, and the system will automatically calculate and adjust the amounts accordingly;