Invoicing Preferences

Pay Preferences that change Invoicing Behavior:

• Invoice Starting # - if your user access level is 5 or above, you have the ability to set the starting invoice sequence number.
• Default Billing Date - if you want billing dates to be automatically set to Begin date of class, or End Date of class, check this box, then select your billing date option (e.g. Course Begin date, Course End date, Current date, or User Defined date).  Note:  this will effect all future billings.
• Assign Invoice # at Billing Screen - immediately assign an invoice number (within the invoice number sequence) for this billing. Normally done ONLY when you want to generate an invoice for a single registration and need it asap.
• Assign Invoice # for Payment Plans - immediately assign invoice numbers when the Payment Plan is created.
• Set payment amount on new billings to account for existing billing records - when you select the Billing pay type, the system will reset the Amount on the payment to the total amount due for the group, accounting for any existing billing records.
• Don't change Invoice Date when running invoices - when generating invoices, the billing date will be used instead of the current date (default).
• Keep Paid to Invoice #s on Refunded Payments (Refund Wizard) - keeps the Paid to Invoice Number value when a payment made to an invoice is refunded.
• Show Outstanding Invoices on Startup? - This shows the list of outstanding invoices when logging into Student Manager. After closing the screen, gives you the option to email a PDF copy of the outstanding invoices to the email address listed on the billing type payment record.
• Default Run Invoices to Print New - will automatically check the Print New Invoices box when printing invoices.