Overview

The Auto-create Invoices from Upfront Fee Schedule is an Optional Solution in the Meshed Platform that automates the invoice generation process for students according to the instalment/payment plan setup in the Upfront Fee Schedule (Money Bag icon). Incorporating this feature adds significant value to the system as it streamlines and enhances the invoicing process for administrators. It effectively reduces their reliance on manual invoice generation, making the workflow process more streamlined and efficient.

Intake Payment Plan Setup Option

The Intake Payment Plan Setup feature enables the configuration of the instalment/payment plan for each course and intake along with specific due dates. When a new application is submitted selecting the same course and intake, the system automatically creates the instalment/payment plan in the Upfront Fee Schedule (Money Bag icon) as per the set up in the Intake Payment Plan Setup section.

In other words, when the Intake Payment Plan Setup feature is enabled, the system can automatically create the instalment/payment plan in the Upfront Fee Schedule (Money Bag icon), so the admission doesn’t have to manually create the instalment/payment plan for each offer/student in the Upfront Fee Schedule (Money Bag icon).

Auto Create Invoices from Upfront Fee Schedule Option

Once the instalment/payment plan is available in the Upfront Fee Schedule (Money Bag icon), the system will automatically create the invoices on the Student Payment Summary Page based on the same instalment/payment plan.

Notes

The instalment/payment plan MUST exist in Money Bag icon for system to auto-create invoices in the Student Payment Summary Page.
If the user doesn’t want to use the Intake Payment Plan Setup feature, they have to manually setup the instalment/payment plan in the Upfront Fee Schedule (Money Bag icon).