Billing starts with fee structures. When an accepted applicant is converted into a
student, Edurie can create a draft invoice from the matching active fee structure.
Finance staff then review, finalize, and collect payment.
Billing flow
Create fee setup
Add fee categories, fee structures, fee components, scopes, taxes, coupons, and
payment plans.
Activate the fee structure
Make sure the correct fee structure is active before admissions conversion or
enrollment billing starts.
Review draft invoices
Open Billing → Invoices and check draft invoice line items, discounts, taxes,
and student details.
Finalize invoices
Finalizing assigns an official document number and makes the bill ready for the
student or family.
Record payments
Record the amount, date, method, reference, and allocation to invoices.
Handle adjustments
Use credit notes for billing credits and refunds when money must be returned.
Invoice statuses
| Status | Meaning |
|---|
| Draft | Invoice can still be reviewed or adjusted. |
| Finalized | Invoice has an official document number. |
| Paid | Invoice balance has been fully paid. |
| Partially paid | Some balance remains. |
| Void | Invoice was cancelled and kept for audit history. |
Document numbers
Finalized invoices use document series. A number is reserved once assigned, even if
the invoice is later voided or spoiled.
Payments, credits, and refunds
Payments record money received. Credit notes reduce or offset billed amounts.
Refunds return money to the payer. Ledger activity records these actions for
finance review.
Do not finalize or void invoices in bulk until draft invoices have been reviewed.
Billing documents affect official student balances and audit history.
