Private Funds Manager
 

 

PFM Home

Setting up accounts

Transactions

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Invoicing

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Gift Aid / Charity Comm

Importing Students

 

Invoicing

This facilitates the production of bulk invoices to pupils in school and/or individual invoices to pupils or outside entities.

Create Items for Invoicing - enter up to 5 different pricing bands

Allocate pupils/others to product to invoice at one of the price rates

Choose which items to create invoices for

Print onto pre-printed school invoice stationary (template provided)

Produce reports of invoices raised by category, product, date, customer etc

Produce debtor reports and letters for non-payers

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