How to View Students Invoices via Company Portal

How to View Students Invoices via Company Portal

Idea
Overview
In the Student Management System (SMS), companies can conveniently view student invoices through the Company Portal. This feature provides easy access to billing details, allowing companies to track payments, monitor due dates, and maintain accurate financial records. By offering a transparent and efficient invoicing system, the portal helps streamline financial management.

In this tutorial, we will guide you on how to view student invoices via the company portal.

Notes
Step Tutorial
1. From the Dashboard, go to Students > search and select a student > click Financial tab > then go to Invoices subtab.

2. The Invoices table displays all invoices created for the student.
The following actions can be performed in this tab:
  1. Action (Bulk Update Due Dates) – Allows companies to bulk update due dates for all unpaid invoices for a specific enrolment.
  2. All Enrolments – A dropdown menu that enables companies to filter the invoices based on the student’s enrolment.
  3. Search Student Invoice – Helps companies to search a specific invoice, which is especially useful if the student has a long list.
  4. Table Headers - You can rearrange the list by clicking on the header of each column.
  5. Expand button – Clicking this button reveals additional details about fees and payments related to the invoice.
  6. Results per page – Allows companies to customise the number of invoices visible per page. Available options include 5, 10, 20, 50, and All.



And that’s how to view students units via company portal!


Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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