CONTENTS

1.0 Managing Billings

1.1 How to Create a New Invoice?

1.1.1 How to Edit the Invoice?
1.1.2 How to Share the Invoice?
1.1.3 How to Delete the Invoice?
1.1.4 How to Download the Invoice?
1.1.5 How to Create a New Invoice by Auto Generating?

1.2 How to Create a New Payment?

1.3 How to Manage Collection?

1.4 How to Manage Infaq?

1.0 Managing Billings

In Billings menu under Miscellaneous category, there are other 4 submenus which are Invoices, Payments, Collections, and Infaq.

1.1 How to Create a New Invoices?

Step 1: Click Billings>Invoices at the left panel under Miscellaneous category.

Step 2: Click New Invoice button to create a new invoice manually.

* New Invoice button

Step 3: Once user click the New Invoice button, New Invoice form will appear.

Step 4: Fill in the information needed and click Create button. Invoice Details page will appear.

Step 5: Click New Invoice Item button and New Fee Item form will appear to add the invoice item.

* New Invoice Item button

Step 6: Once user add the Fee Item, the data will be shown on the Invoice Details page.

Step 7: Click the Finalize button to update the invoice's details.

* Finalize button

Step 8: Once user click the Finalize button, a successful message will appear.

1.1.1 How to Edit the Invoice?

Step 1: Click the Edit icon at the Invoice Details page.

* Edit icon

Step 2: Once click the Edit button, Edit Invoice form will appear. Click Update button to save the changes.

1.1.2 How to Share the Invoice?

Step 1: Click the Share icon at the Invoice Details page.

* Share icon

Step 2: Once user click the Share button, Invoice Details page with Pay Now button and Download button will appear.

Step 3: At this page, user able to copy the link of the document, and share with parent to make a payment without accessing the Yuran.my system.

* link of document

https://sukanbolatampar.yuran.vip/invoice/status/e8716b87-82b4-4ff5-bdeb-90246aab82ba

1.1.3 How to Delete the Invoice?

Step 1: Click the Delete icon at Invoice Details page.

* Delete icon

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.

1.1.4 How to Download the Invoice?

Step 1: Click the Download icon at the Invoice page.

* Download icon

Step 2: A PDF file of the Invoice was ready to be downloaded.

1.1.5 How to Create a New Invoice by Auto Generating?

Auto Generating Invoice is one of the features that users able to create a bulk invoices by class or months . It able to create invoices for all of the students in the classes.

For example, once admin choose a listed class/event in the fill Class/Event on Auto Generated Invoice form, if there are 20 students/players/assets in the class/event, then it will directly creating 20 invoices which refer to each of the students in the class. 

Another example, if the admin choosing 5 months (Jan, Feb, Mac, Apr, and May) in the fill Months on Auto Generated Invoice form, so it will directly generate the invoices for the selected 5 months for each of the students in the chosen class.

Step 1: Click the Auto Generate Invoices button at the Invoices page.

* Auto Generate Invoices button

Step 2: Once clicking the Auto Generate Invoice button, Auto Generate Invoice form will appear.

Step 3: Fill in the information needed by choosing the listed event/class, and click Create button.

Step 4: Once clicking the Create button, the Invoice details will be shown on the generated invoices for each of the students in the class/event.

Step 5: Admin also able to fill in the information needed by choosing the months, and click Create button.

Step 6: Once clicking the Create button, the Invoice details will be shown on the generated invoices for each of the students in the class/event for the selected months.

Video Tutorial:

1.2 How to Create a New Payment?

Step 1: Click Billings > Payments at the left panel under Miscellaneous category.

Step 2: Click the New Payment button at the Payments page.

* New Payment button

Step 3: Once clicking the New Payment button, a New Invoice Payment form will appear.

Step 4:  Fill in all the information needed and click Create button once done. 

Step 5: Once clicking the Create button, the payment details will be shown on the Payments page.

Step 6: At this page, user able to download the receipt by clicking the Download icon at the Action section on Payments page.

* Download icon

1.3 How to Manage a Collection?

Step 1: Click Billings > Collections at the left panel under Miscellaneous category.

1.4 How to Manage Infaq?

Step 1: Click Billings > Infaq at the left panel under Miscellaneous category.

Step 2: Once clicking the Infaq, user able to view the Infaq details from the Infaq page.