Overview
Creating an invoice in Oases to bill for tutoring by student hour that has taken place against an agency or funded contract.
Article Sections
- Program Breakdown
- Create Invoice
- Put Students on Invoice
- Name or Number Invoice
- Add Manual Adjustment
- View Invoice
- Changes to Invoice Area
- Video
Program Breakdown
Invoicing may be done by:
- Program as a whole
- Each location within the Program
- Individual student
Create Invoice
1. When invoice preparation is complete go to the invoicing area.
In the main menu select: Financial > Agency Invoicing > Select Program.
2. If invoicing per location check off Include Locations and select the relevant program location combination in the menu.
3. Select month in date filter.
4. In the Select Option menu select Unbilled.
5. The student names and hours will populate. These sessions should be approved and green. If not approve sessions.
Put Students on Invoice
6. To put all students on one invoice you must check them off.
7. Likewise if you are making an invoice for one student check just one student.
Name or Number Invoice
Optional
8. Name or number your new invoice in the Invoice Nr field. (Not a required action. Oases will give the next chronological number if you do not assign one)
Add Manual Adjustment
9. Optional. Make any necessary manual adjustments (negative or positive) to your invoice value in the boxes after OTHER. This is used to bill the contract for ancillary items or subtract a room rental payment.
10. Press Create Invoice and the screen will clear.
11. Select your invoice from the Select Option menu. The invoice will load with invoiced hours showing pink.
View Invoice
12. Press the printer icon to view the invoice you have created. A new tab will open with your invoice for inspection prior to sending to the printer.
13. The front page of the invoice details the invoice header set in the previous tutorial and the items being invoiced and a total.
14. Subsequent pages of the invoice detail a summary of the sessions billed and is configurable. See the following tutorial on how to configure the invoice details table.
IS03. Formatting Your Invoice Details
Changes to Invoice Area
15. Back on the main Oases tab you can now select Unbilled to move onto the next student if billing separately.
16. If you wish to view a specific invoice select it from the same filter. Creating invoice names makes this much easier.
SES Invoicing Screen Cast Video
Please press here if you don't see the video below