To process payment against expired invoices, please follow the steps mentioned below:


What are expired invoices?
Once the due date of your invoice has passed, the invoice’s status will be changed to EXPIRED. The purpose of Expired status is to enable school administration to determine that which invoices are currently pending and passed their due dates.

This status is visible on Fee Management > Fee Payment > List All Invoices screen in Invoice Status column. Parents will also be notified regarding invoice expiry via email.

On Settings > General Settings> Bill Settings, you have defined the “Due date for bill payment”. This is considered as the last date of bill payment and the same information is shared with parents when they receive invoices for payment.




Note:

- Fee payment can be received for expired invoices via admin, parent portal or online payment link.

- Any invoice which is not completely paid will be updated with Expired status.

- If the invoice is not paid in full before the next Bill Generation Date (provided on Settings > General Settings> Bill Settings), then new invoice will be opened. Any amount which is unpaid in current invoice will be added as Balance Forwarded to the next open invoice.

- Late fee defined as per the steps mentioned in article How to add late fee type is the default late fee type. This fee will be added to all the invoices that were not paid fully before next Bill Generation Date provided on Settings > General Settings > Bill Settings screen.

- You can update email template for expired invoices to provide relevant information for parents. Go to Settings > Email Templates > Invoice Expire Notification Email. Update template and click on Save button. Please do notremove the {invoice_no} tag as it will be replaced by actual details of pending invoices when email is sent to parents


Please follow the steps mentioned below in order to process payment for expired invoices:

Go to Fee management > Fee payment > List all Invoices




To pay expired invoice, refer to the article How To Pay Fee Via Admin


Please note below scenarios regarding invoice’s statuses w.r.t to Bill Settings provided on Settings > General Settings screen:

On the next day of your defined Due date:

For all invoices with Payment Status (Pending, Partially Paid) & Invoice Status (Open):

-        For Parent who has setup fee payment on Auto-Payment > if payment is unsuccessful then Invoice’s Payment Status changes to Unpaid or Partially Paid, and Invoice Status changes to Expired
-        For Parent hasn’t paid their dues completely > Invoice’s Payment Status changes to Unpaid or Partially Paid, & Invoice Status changes to Expired.

Parents will be notified regarding invoice expiry via email automatically.


Between  Due Date of Bill Payment and next Bill Generation Date:

For all invoices with Payment Status (Unpaid, Partially Paid) & Invoice status (Expired), the Payment Status becomes Paid & Invoice Status becomes Closed if parents paid the full amount.


On next Bill Generation Date provided on Settings > General Settings > Bill Settings screen:


For all invoices with Payment Status (Unpaid, Partially Paid) & Invoice status (Expired), the Invoice Status changes to Closed. Parents will be notified regarding invoice closing via email automatically.

If the invoice is not paid in full before the next Bill Generation Date (provided on Settings > General Settings> Bill Settings), then new invoice will be opened. Any amount which is unpaid in current invoice will be added as Balance Forwarded to the next open invoice.




Note:

Export Button
There is an export button on the extreme right. By clicking on it all the records are transferred to an Excel file, you can take a printout of it and use it as per your requirement.


If you are unable to view the EXPORT button on screen, then please refer to below attached help article: