Setup

Update the settings on your balance sheet accounts (accessed from the Financial tab):  

All Balance Sheet accounts that will be used to accrue / post invoices (receivables) will need the “Invoice/Receivable” box checked off.  To set this, click on the “edit” button on the balance sheet account and check off the following box:

Update the settings on your revenue accounts:  

All revenue accounts that will be used to accrue / post invoices (receivables) will need the Alternate GL 1 and the Alternate GL 2 blank.  To set this, click on the “edit” button on the revenue account and select the “blank” or the very top option of the drop-down as shown in the following box:

Review / set up Payors:  

You should already have payors created and utilized for your prior receipts.  You can review their information on the Financial >>> Vendors >>> Payors tab.  Select the vendor you want to review and click on the “properties” button to ensure everything is correct.  If you are going to utilize the emailing function of the system, please use the Add Invoice Email button to add the email address(es) for the Payor.

Setting up the PDF Form for creating Invoices:  

The District has numerous set up options for the PDF form that is created when an Invoice is accrued.  To access the set up screen for the PDF, click on the following tab:  

The first section is utilized for modifying the Invoice and the lower section is utilized for modifying the Invoice Statement.  Here is an example of settings from a SchoolFi user: