Search

Invoicing & Reconciling

  • Exporting Payment Receipts in Bulk

    Via the Payments Tab Click the Payments tab to begin. Click the button to Export Reconciliation Report.   This will include a list of all r...

  • Marking an Applicant as PAID Manually

    Via Applicant Profile By clicking on an applicant, you can easily mark their application fee as paid, while indicating the payment method (e...

  • Viewing & Editing Invoices

    Viewing Payment Status Navigate to an applicant profile to review that applicant’s billing details. On the right panel, you will see any ou...

  • Customising Invoice Notifications

    Send Invoices and Receipts Automatically By navigating to Settings > Admissions > Status & Notification and clicking on Payment Notification...

  • Reconciling Payments & Sending Reminders

    Marking an Applicant as PAID Manually By clicking on an applicant, you can easily mark their application fee as paid, while indicating the pa...

  • Generating and Editing Invoices

    In Bulk Via Payments > Invoice Generation  You can generate invoices in bulk by navigating to Payments> Invoice Generation. Here, you can Fi...