Fees .
Fees Invoicing, which may on a "per
class" or a "per term" basis, starts with a list of
families, and for each family calculates the fees for the term. The
calculated rate for the term takes into account any weeks in which there are no
classes, e.g. if you have a half term, or days out.
Two forms of discounting are provided, either by
the number of classes attended by all the students in a family (the Family
discount scheme), or by the number of classes attended by each student (the
Student Discount scheme). You may override these schemes for a particular
family by giving a Family Discount, or for a particular student by giving a
Student Discount, or by setting a special rate for that student in any
class. Discount calculations are displayed in detail so you can check them
before printing the invoice.
You can set both a period and a rate for trial
classes, and by setting the trail start date the package will create an invoice
only for the trial, and if the student then joins the class then at the full
rate you have set for the remainder of the term.
Invoices are only charged from the date at which
the student started the class.
You do not have to charge for the whole term at
once. Select Partial Invoicing and set the dates between which you want
the invoice to run. In this way you can charge for a month, a half term or
whatever period you wish.
You can select to print an invoice for one family
(useful if they started part way through the term, or you want to reprint after
changing the discount for the family), all invoices, or a selected batch
of invoices. Invoices are automatically added to the accounts as they are
printed.
The invoice can carry a small note from you, but
in addition you can include a mail merged cover letter, so you can include
details such as term dates, show information etc. togther with the invoice.
Each invoice includes a detachment which the
parents can return to you indicating what they have paid (just like any bill you
may receive). The detachment may contain just the identifying information
and the amount, or a full list of what has been invoiced.
