The current Finance module on the LangLion Platform allows you to issue an invoice without having to create transactions first. This streamlines the process of invoicing students and contractors.

To issue such an invoice, use the method below.

Issuing an invoice without first entering the transaction

Go to the Students tab, search for the appropriate person on the list, select it and go to the Payments tab.

You can also add invoices from the FinanceInvoices tab. Searching for student data takes place after clicking the invoice option.

Select the option ‚Issue an invoice’ or ‚Issue an invoice without VAT’ (because some schools operate on the option of regular invoices, there will be only one button which is ‚Issue an invoice’)

Set the dates (the date of issue can be copied to the date of sale field). Payment due date will depend on the chosen payment method – if the payment method is not deferred, the current date will be set by default and this field will be named ‚Date of payment’. For forms of deferred payments, the default period is 14 days, but of course, you can change it.

The invoice status will be set automatically depending on whether the selected form of payment is marked as deferred or not. For the deferred, it will have the value „To be paid”.

If you choose a deferred payment method but you change the invoice status to „Paid”, the payment due date will change to the date of payment and you will be able to enter the date when you received the payment.

student payments tab

 

Click on the „Add product or service” button and select the appropriate item from the drop-down list. If you choose a course, another field will appear on the right-hand side and you can select the group to which the payment should be assigned.

issue an invoice for student

 

In the case of billing for all classes and hourly bills, a list of instalments assigned in a given group to the student will appear. Choose which payment you want to make by selecting a checkbox and save the changes.

issue an invoice for student 2

 

In the case of hourly settlements in advance, a list of lessons to choose from will be displayed. You can enter the amount in the field above the list of lessons or mark the lessons and system will sum up the rates.

payment for lessons in advance

 

The default tax exemption note is displayed at the bottom (if you have such exemptions created in the system), you can delete or edit it.

A field to enter a description (notes) is also available.

issue an invoice for student 3

 

After saving the invoice, a transaction with the appropriate status will automatically appear in the student Payment tab. Transactions for which an invoice is issued cannot be edited.

From here, you can print the invoice, send it to the customer in an email, mark it as partially or fully paid.

list of students transactions details

 

I received the payment for the invoice, what I should do now?

To mark a partial payment (when someone paid only a part of the invoice), click on the plus next to „Transaction payments”, enter the amount and date and then save.

The invoice and transaction status will only change to „Paid” if the payments balance the value of the invoice.

partially paid
add payment to transaction

If you receive the total payment, you can update the invoice by changing its status and entering the payment date.

Go to the Finance Invoices tab, search for the invoice on the list and then select the „Edit system status and paid date” option. After saving the changes, the transactions assigned to the invoice will automatically be marked as paid.

edit invoice status
If you already have a student's/contractor's transaction saved in the system, you can issue an invoice to it. Instead of the "Add product or service" button, select "Add transaction" and select the transaction of the client which you want to include on the invoice.
You can add more than one transaction to an invoice, or you can include transactions from several users.