Invoice

Invoice Management in Fee System

Description:

The Invoice feature in WeXL's Fee Management system allows administrators to generate, manage, and track student fee invoices. It provides a structured way to create invoices, make adjustments, and record payments efficiently.

How to Access the Invoice Feature:

1. Log in to the WeXL Platform and navigate to the homepage.

2. On the left-side navigation bar, go to Administration > Fee Management.

3. Select Invoice (the fourth option under Fee Management).

Creating a New Invoice:

1. Click on "Add New Invoice" on the right side.

1. Enter required details, including:

• Description of the invoice

• Amount and Adjustments

1. Click "Save as Draft" to store the invoice before finalizing.

Managing Invoices:

• View all invoice details in the Invoice Dashboard.

• The Action Button allows administrators to: ✅ View Invoice details. ✅ Record Payment for an invoice. ✅ Edit Invoice (only if the status is "Draft"). ✅ Delete Invoice if necessary. ✅ Finalize the Invoice once all details are confirmed.

Benefits of Invoice Management:

✅ Streamlined Process – Easy creation, editing, and tracking of invoices. ✅ Efficient Payment Tracking – Ensures fee collection is properly recorded. ✅ Error-Free Adjustments – Allows for modifications before finalizing. ✅ Complete Financial Overview – Keeps records organized for financial auditing.

Summary/Conclusion:

The Invoice feature in Fee Management ensures smooth handling of student fee invoices, allowing administrators to create, manage, and track payments with ease. By providing options for drafting, editing, and recording payments, this feature helps institutions maintain accurate and transparent financial records.

To learn more about using this feature, please watch the complete video.