> ## Documentation Index
> Fetch the complete documentation index at: https://docs.edurie.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing

> Set up fees, review draft invoices, finalize bills, record payments, and handle credits or refunds.

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

<Steps>
  <Step title="Create fee setup">
    Add fee categories, fee structures, fee components, scopes, taxes, coupons, and
    payment plans.
  </Step>

  <Step title="Activate the fee structure">
    Make sure the correct fee structure is active before admissions conversion or
    enrollment billing starts.
  </Step>

  <Step title="Review draft invoices">
    Open Billing → Invoices and check draft invoice line items, discounts, taxes,
    and student details.
  </Step>

  <Step title="Finalize invoices">
    Finalizing assigns an official document number and makes the bill ready for the
    student or family.
  </Step>

  <Step title="Record payments">
    Record the amount, date, method, reference, and allocation to invoices.
  </Step>

  <Step title="Handle adjustments">
    Use credit notes for billing credits and refunds when money must be returned.
  </Step>
</Steps>

## 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.

<Warning>
  Do not finalize or void invoices in bulk until draft invoices have been reviewed.
  Billing documents affect official student balances and audit history.
</Warning>