Note: This article is for you to be guided on how to assign payment items and generate invoice for a student.
1. By using your Web Portal
2. Please click Finance tab
3. Inside Finance tab, Click Fee Assignment
4. Filter the information accordingly on the filters that is available on the left panel on top of the student list table.
5. Once filtered, please check the name of the student inside the student list on the left panel that you wish to assign payment items and generate an invoice.
6. On the left panel, please set the Due Date of the Invoice, Select which month applicable for the Invoice, Input the Remarks needed, and at the list shown, please add the fees or payment items you wish to assign to the student. (By clicking the add button, you should be able to see a dropdown list for you to select which program, discounts or fees that you want to assign to the student. )
7. Once all payment items have been selected accordingly, please click the Update button.
8. By clicking the Update button, the invoice will be generated to the student.
9. If you want to print the invoice, please click the Finance tab, then click the Issue Invoice function.