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.

 

 

 

 

 

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.