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Fee Billing - Built in Reports

Course overview

Learn how to generate built-in reports to help you keep track of your schools invoices. 

Audience

This course is for anyone who will be responsible for raising invoices. 

Length

15 minutes.

Prerequisites 

Basic iSAMS navigation required. It is recommended that you complete the course(s) below first:

Requirements

Although accessible on all devices, this course works best on a desktop or laptop PC. A headset or speakers are recommended. 

Course contents

What Will I Learn?

  • What Reports can I Run?

Use the Reports Tab

  • Explore The Reports Tab
  • Posted Bill Summary Report
  • Posted Bill Report
  • Pivoted Posted Bill Report
  • Pre and Post Invoice Charges Report
  • Compact Invoice
  • Deposit Help by Pupil
  • Billing Bank Accounts Report
  • Split Billing Arrangements Report

What's included?

  • Step by step instructions
  • Trainers guidance
  • Best practice advise

Generate Reports

Export Reports

Print Reports

Meet the instructor

Alex Rowan

E-Learning Content Developer
As an Content Developer who joined iSAMS in 2021, Alex has contributed to the creation of high-quality, engaging content with iUniversity.

Away from work, Alex enjoys spending time with her family and two dogs, playing football, and travelling.