If you wish to set up a Debtors that does not have children at the school for example:
Hall Hire, or expenses you need to recover the money for and create and invoice.
Step 1 : Check to see you have a code 98 setup for Other Debtors as per example below:
Path: Scholatics > System Functions > Year Level Descriptions
Step 2: In Student View
Path: Debtors > Student View
- Clear All or F5
- Student key – type in ZZ(name) - this is to keep it separate and easy to find at bottom of list- Tab
- In Current Year – select – 98 – which is Other Debtors
- The Family Key will be now ZZTES01 which it will create for you
- SAVE
Step 3: Edit Debtors Details:
Path: Debtors > Account Masterfile Information
Select the Family Key:
(Note if selecting ZZ – it puts it in order)
Fill in the Debtor address details:
- Select the Family Key
- Fill in all Acc Address
- Fille in Phone numbers etc
- Select who Receives Account
- Add email address
- Account Phone number
- Contact Email address
- SAVE
Step 4: To Invoice a one off invoice or as usual bill thru Batch Billing
- Select Invoice View
- Select the Student Key
- Under cost centre – select your code
- Under Gross enter amount
- SAVE
Step 5: Print Invoice
Path: Debtors > Account Printing
And select the Debtor you wish to send an invoice too – as per usual steps to print.
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