Generating Invoices for a Term
Invoices are generated from a term's fee structure, either for the whole roster at once or one student at a time. Generating an invoice doesn't automatically send it — see Bulk-Sending Invoices for the send step.
Generating invoices
Go to Money → Invoices.
To generate for the whole term at once, use the term-wide generate action — it runs as a background job.
To generate for a single student, open their profile and generate their invoice directly.
Finding and exporting invoices
The invoice list supports status filters (all, settled, partial, overdue, needs_resend, stale_students), a term filter, free-text search, and CSV export of whatever's currently filtered.
Regenerating an invoice
Regenerate a single invoice to refresh its numbers against the current fee structure, or bulk-regenerate every stale one at once rather than hunting them down individually.