Invoices

invoices are used to bill students for tuition, fees, and other charges from this area of the system, you can create invoices, finalize them for billing, track payments, and make corrections when needed — all while maintaining accurate financial history you can access invoices either from an individual student profile or from docid\ t5jdeqtw x2rrmyyuhex9 , depending on whether you’re working with one student or reviewing invoices across the institution how invoices work invoices follow a structured lifecycle when first created, an invoice starts in draft while in draft, you can add items, apply discounts, include deposits, and make any necessary changes before finalizing it once an invoice is posted , it becomes part of your official billing records payments, credits, and deposits can be applied, and the invoice balance updates accordingly when the balance reaches zero, the invoice is marked as paid if a posted invoice needs correction, you can either reverse individual items or cancel and reissue the entire invoice cancelled invoices remain in the system for audit history, and a reissued invoice opens as a new draft so you can make adjustments and repost it what you can do on an invoice from within an invoice, you can build and manage the full billing record this includes adding tuition or fee items, applying discounts, posting immediately or scheduling auto post, reviewing applied payments, and making corrections when needed invoices also include built in features that support reporting and agent workflows tax deductible (td) indicators on invoice items, which affect tuition statement reporting commission settings , including options such as deduct from payment , which impact how agent commissions are handled internally these features are part of the invoice structure and are explained in more detail in the related guides within this section related guides for detailed step by step instructions, see docid\ byodvwi5cdb5okzhx73t4 docid\ yp34ihvjupbjnu675yw t