Introduction
To finish a student billing run you need to review and approve it. When a billing run is ready for you to review, you'll also see an alert in your notifications and the status will change from In progress to Preview ready.
Review and approve a student billing run
Go to your [Finance entity name] > Bulk student billing:
- Under active runs, select the billing run you want to review.
- You can either select View report to preview the billing run in a PDF. or select Export to Excel.
The report displays an overall fee summary, a breakdown of the fees for each student and any warnings about the billing run you might need to fix. E.g. If a student has a debtor or payee account missing, they will be displayed in the report as ‘No debtor found for this student’.
3. If you're happy with the fees in the report, select Approve billing run.
Now that the billing run is approved, invoices will be created in bulk for all the students who were part of the run. You’ll see the status of the billing run has changed from Preview ready to Approved.
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