7.0 Billings Management
7.1 Managing Billings
In Billings menu under Miscellaneous category, there are other 4 submenus which are Invoices, Payments, Collections, and Infaq.
7.2 How to Create a New Invoices?
Step 1: Click Billings>Invoices at the left panel under Miscellaneous category.
Step 2: Click New Invoice button to create a new invoice manually.
* New Invoice button
Step 3: Once user click the New Invoice button, New Invoice form will appear. Fill in the information needed and click Create button.
Step 4: Click New Invoice Item button and New Fee Item form will appear to add the invoice item.
* New Invoice Item button
Step 5: Once user add the Fee Item, the data will be shown on the Invoice Details page.
Step 7: Click the Finalize button to update the invoice's details.
* Finalize button
Step 8: Once user click the Finalize button, a successful message will appear.
7.2.1 How to Edit the Invoice?
Step 1: Click the Edit icon at the Invoice Details page.
* Edit icon
Step 2: Once click the Edit button, Edit Invoice form will appear. Click Update button to save the changes.
7.2.2 How to Share the Invoice?
Step 1: Click the Share icon at the Invoice Details page.
* Share icon
Step 2: Once user click the Share button, Invoice Details page with Pay Now button and Download button will appear.
Step 3: At this page, user able to copy the link of the document, and share with parent to make a payment without accessing the Yuran.my system.
* link of document
https://sukanbolatampar.yuran.vip/invoice/status/e8716b87-82b4-4ff5-bdeb-90246aab82ba
7.2.3 How to Delete the Invoice?
Step 1: Click the Delete icon at Invoice Details page.
* Delete icon
Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.
7.2.4 How to Download the Invoice?
Step 1: Click the Download icon at the Invoice page.
* Download icon
Step 2: A PDF file of the Invoice was ready to be downloaded.
7.3 How to Create a New Invoice by Auto Generating?
Auto Generating Invoice is one of the features that users able to create a bulk invoice by class or months. It able to create invoices for all of the students in the classes.
For example, once admin choose a listed class/event in the fill Class/Event on Auto Generated Invoice form, if there are 20 students/players/assets in the class/event, then it will directly be creating 20 invoices which refer to each of the students in the class.
Another example, if the admin choosing 5 months (Jan, Feb, Mac, Apr, and May) in the fill Months on Auto Generated Invoice form, so it will directly generate the invoices for the selected 5 months for each of the students in the chosen class.
Step 1: Click the Auto Generate Invoices button at the Invoices page.
* Auto Generate Invoices button
Step 2: Once clicking the Auto Generate Invoice button, Auto Generate Invoice form will appear.
Step 3: Fill in the information needed by choosing the listed event/class, and click Create button.
Step 4: Once clicking the Create button, the Invoice details will be shown on the generated invoices for each of the students in the class/event.
Step 5: Admin also able to fill in the information needed by choosing the months, and click Create button.
Step 6: Once clicking the Create button, the Invoice details will be shown on the generated invoices for each of the students in the class/event for the selected months.
Video Tutorial
7.4 How to Resend Invoice Notification?
Step 1: Make sure you have manage your invoice notification to make sure either the invoice will be send to the users on SMS, Whatsapp, Email or Push Notification.
- Click Settings > Organization Details > Settings,
Step 2: Click menu Billings > Invoices
Step 3: You may choose the options below to resend the invoice notification.
There are a few options to resend the invoice notification.
1. Clicking the checkbox on the left on the Invoice No
- will resend the invoice notification to all the invoices that have been created as shown below
2. Click the checkbox on selected invoice
- will resend the invoice notification to the selected invoice only
3. Filter by the invoice status. Also able to select all invoices or only selected invoice
- if click the checkbox on the left of the Invoice No, it will select all invoices as shown below
- choose only the selected invoice as shown
Step 4: After choose the invoices that you want to notify users, click the button Resend Notification.
Step 5: Once you click the button Resend Notification, this message will appear as confirmation. Click Resend to send the notification.
Video Tutorial
7.5 How to Create a New Payment?
Step 1: Click Billings > Payments at the left panel under Miscellaneous category.
Step 2: Click the New Payment button at the Payments page.
* New Payment button
Step 3: Once clicking the New Payment button, a New Invoice Payment form will appear.
Step 4: Fill in all the information needed and click Create button once done.
Step 5: Once clicking the Create button, the payment details will be shown on the Payments page.
Step 6: At this page, user able to download the receipt by clicking the Download icon at the Action section on Payments page.
* Download icon
Video Tutorial
7.6 How to Manage FPX Collection?
Step 1: Click Billings > FPX Transaction at the left panel under Miscellaneous category.
Step 2: Once clicking the Collections, user able to view the collections from the Collections page.
7.7 How to Manage Infaq?
Step 1: Click Billings > Infaq at the left panel under Miscellaneous category.
Step 2: Once clicking the Infaq, user able to view the Infaq details from the Infaq page.
7.8 How to Schedule Auto Generate Invoice?
The Auto Generate Invoice schedule allows you to automatically generate invoices using either of the following generation modes:
Single Month per Run – The system generates a separate invoice for each selected month according to the schedule.
All Months in One Run, Once a Year – The system generates invoices for all selected months at the same time, once a year.
7.8.1 Schedule Auto Generate Invoice for Single Month per Run
Step 1: Click the Invoice menu, then click the Schedule button.
Step 2: Click the Create Schedule button.
Step 3: Fill in the required information. Under Generation Mode, select Single Month per Run.
Step 4: Click the Save Changes button to save the schedule.
When Single Month per Run is selected, the system will generate a separate invoice for each month based on the scheduled run.
7.8.2 Schedule Auto Generate Invoice for All Months in One Run
Step 1: Click the Invoice menu, then click the Schedule button.
Step 2: Click the Create Schedule button.
Step 3: Fill in the required information. Under Generation Mode, select All Months in One Run, Once a Year.
Step 4: Click the Save Changes button to save the schedule.
When All Months in One Run, Once a Year is selected, the system will generate invoices for all selected months at the same time. Each invoice will be assigned to its respective month, while all generated invoices will share the same creation date.
You can view all scheduled invoice configurations in the schedule table. From there, you can pause, edit, or manually run a schedule at any time.
