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Overview

This webinar is designed for new users to the system who will be responsible for managing and operating passFINANCE Billing. It will introduce topics that build on the standard billing procedures and provide you with information and guidance on a variety of routines.

What will be covered

System configuration

  • Billing System Options Overview
  • Setting up Fees, Fee Adjustments, Charges & Extras
  • Using Form fees linking
  • Creating/Managing Pupil records
  • Creating/Managing Billing accounts

Posting Routines

  • Posting Fees, Recurring Charges & Extras
  • Importing Extras from Excel
  • Running reports prior to bill production

Bill Production Routines

  • Producing, updating and deleting produced bills
  • Updating bills and processing Direct Debits
  • Running reports after finalising bills
  • Creating Manual Bills
  • Creating Credit Notes

Cash Posting Routines

  • Posting cash onto accounts and matching
  • Importing Direct Debit Cash payments

Ledger Balancing and Reports

  • Setting up and running Age Debtors reports
  • Checking Ledger Balances
  • Checking changes to ledger balances

Booking

The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment.

Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event.

 


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