Add billing codes to individual records in order to track recurring fees and generate invoices.
You can add billing codes to an individual’s record, or, you can mass-add billing codes to many records, such as all student records. For more information, see Add Billing Codes to Multiple Records at Once.
- On the Home screen, click the individual type you want to edit. For example, click Students or Prospective Students.
- Double-click the individual you want to edit.
- Click the Billing tab.
- Click Add. The Billing Codes window displays.
- Under All Billing Codes, select a code and click Add.
- Repeat step five for each billing code you want to add to the individual's record. When you are finished adding billing codes, click Close.