14.5.5 Generate Invoice

From this menu you can Generate Invoices for students & agents by bulk and �then email the generated invoices to the recipients.

14.5.5.1 Once you have logged into RTOmanager, click Accounts on the main menu then go to �Generate Invoice� sub menu as shown below in figure 14.5.5a

Figure 14.5.5a

14.5.5.2 As you can see above there is not payment schedules found. We need to use the �Search Payment Schedule� option to bring up some schedule payments. Simply select all the relevant information and click on . Your page should look like this as shown below in figure 14.5.5b

Figure 14.5.5b

14.5.5.3 Once you have clicked on �View Schedules� you will see the list of students with payment schedules based on your search. Simply tick the checkbox for the students you wish to generate or send Invoiced emails. To generate student invoice only simply click the icon �as indicated by the red arrow as shown above in figure 14.5.5b (Please Note: the Generated Invoice will geneate to a single PDF file, however each page is unique to the selected students, this is quite useful when printing. )

To Send the Student Invoice by email simply click on the icon as indicated by blue arrow as shown above in figure 14.5.5b. When you click the �Email� icon you will see a pop up window like the one below shown in figure 14.5.5c

Figure 14.5.5c

14.5.5.4 Enter/Select all the relevant information such as email to, Subject & content of the email. You can also simply select an email template if there are any added.

You also have the options to attach the invoice in the email, add to the students comm log etc. etc.

14.5.5.5 Once all information is selected and entered simply click on .

�- This icon shown above in Figure 14.5.5b will allow you to generate Agent Invoice.

�- This icon simply allows you to export all the current data to an Excel format.