Beacon guide · 6 steps
Issue and review a tuition invoice
Create a charge for an enrolled child.
Before you begin
Confirm the enrolment, amount, due date and relevant fee setup.
Step by step
- Open Invoices and choose Issue invoice.
- Choose the enrolled child.
- Enter or review the amount, description and due date.
- Check the invoice details before issuing.
- Open the saved invoice and review its number and amount to pay.
- When money arrives, use Record payment and enter the actual payment date, amount and bank reference.
Check the result
The account shows the invoice and any separately recorded payment.
A useful check
Never enter card numbers or bank login details. The manual payment screen records money that has already moved.
If the result is different, check the account and school first, then contact the team with the task and error wording.