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Add billing codes to individual records in order to track recurring fees and generate invoices.

You can add billing codes to an individual’s record, or, you can mass-add billing codes to many records, such as all student records. For more information, see Add Billing Codes to Multiple Records at Once.

 To add a billing code to an individual's record
  1. On the Home screen, click the individual type you want to edit. For example, click Students or Prospective Students.
  2. Double-click the individual you want to edit.
  3. Click the Billing tab.
  4. Click Add. The Billing Codes window displays.
  5. Under All Billing Codes, select a code and click Add.
  6. Repeat step five for each billing code you want to add to the individual's record. When you are finished adding billing codes, click Close.


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