How to Activate Merge Invoice Function.
Please go through the following user guide to learn how to activate the Merge Invoice function:
User Guide
How to Merge Invoices?
To merge the invoices you have to enable Merge Invoices functionality from the Invoice Configuration.
Step 1.1
- Go to the Payment Module from the left menu.
- Click on Action Button (3 vertical dots), After clicking, a small pop up form will be open.
- Click on the Edit Invoice option.
Step 1.2.1
- Go to the Payment Module from the left menu.
- You will see a list of invoices, click on desired invoice’s row to view Invoice details.
Step 1.2
After clicking on the desired invoice’s row, the invoice will be open. Click on the Edit Invoice button.
Step 2
After clicking on the Edit Invoice button, the invoice will open here, and on the top right corner, you will see the Merge Invoice button. Click on that button.
Step 3.1
After clicking on the Merge Invoice button a pop-up form will appear.
Steps to Merge Invoices (Same student with different classes)
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Click “Particular Student” tab.
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Select the invoices you want to merge by ticking the checkboxes.
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Click the “Merge” button at the bottom right.
Step 3.2
- After selecting the desired student, you have to click on the Merge Button, then you will be asked for this Merge Invoice confirmation.
- Click on the Yes button & your invoice will be merged.
Step 4.1
Steps to Merge Invoices (Sibling with Same Class)
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Click the “Invoices with same Class” tab.
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Select the invoices related to siblings under the same parent/guardian.
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Click the “Merge” button.
Step 4.2
- After selecting the desired student, you have to click on the Merge Button, then you will be asked for this Merge Invoice confirmation.
- Click on the Yes button & your invoice will be merged.
Step 5.1
Steps to Merge Invoices (Sibling with Different Class)
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Click the “Invoices with same Class” tab.
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Select the invoices related to siblings under the same parent/guardian.
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Click the “Merge” button.
Step 5.2
- After selecting the desired student, you have to click on the Merge Button, then you will be asked for this Merge Invoice confirmation.
- Click on the Yes button & your invoice will be merged.
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