Billing profile

All students have their individual billing profiles. The billing profile contains information of the students regarding their billing such as Billing address, billing email, and if they have any discounts for their invoices. This is to ensure that during the invoice creation process, the system will automatically assign the discounts (Less items)

By default, the billing profile is generated automatically based on the information that the parent filled up during the enrolment process. But there is some info that you would need to add manually to the billing profile. For example, if the student is entitled to any discount for their invoice(s). In certain schools, every student has their own “Account Code” that is needed for their integration with the Finance System.

• In Billing > Invoices, the list of students will appear.

• Search for the student’s name and click the Profile button.

• Student Information section is the information regarding the student’s Level and Class

• Billing Information - details of the person/company that is responsible for the billing. Name, email and address

• Less Item Information - Choose the Less Item that is applicable to the student and click Save. 

• List Less Item - Once you have set the less Item Information for the student, it will appear here.

Note:In order for you to add “Less item” for the student, please ensure the item has been added in the Billing > Invoice Master