Debtors - Other Debtors - how to set up e.g. hall hire etc - Non Freedom Schools

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

1. Clear All or F5
2. Student key – type in ZZ(name) - this is to keep it separate and easy to find at bottom of list- Tab
3. In Current Year – select – 98 – which is Other Debtors
4. The Family Key will be now ZZTES01 which it will create for you
5. 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:

1. Select the Family Key
2. Fill in all Acc Address
3. Fille in Phone numbers etc
4. Select who Receives Account
5. Add email address
6. Account Phone number
7. Contact Email address
8. SAVE

Step 4:  To Invoice a one off invoice or as usual bill thru Batch Billing

1. Select Invoice View
2. Select the Student Key
3. Under cost centre – select your code
4. Under Gross enter amount
5. 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.