Event Summary

We’ll provide hints and tips from our consultants’ widespread knowledge of commonly encountered Billing topics.

Overview

This webinar is designed for new users who will be responsible for managing and operating passFINANCE Billing. It will introduce topics that build on the standard billing procedures and provide you with information and guidance on a variety of routines.

What will be covered

Preparing your data for billing:

• Marking pupils as leavers
• Posting Extras
• Refunding Pupil Deposits
• Running required reports
• Balancing Ledgers

Simple step guide to completing a Bill Run:

• Amending Fees and Charges
• Reports for checking
• Producing and updating bills
• Balancing to the Nominal Ledger

Who the event is aimed at

New users of passFINANCE who require knowledge on a broader range of billing tasks and procedures.

Booking

The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment.

This webinar will be hosted using Teams Webinars and connection details will be shared with you one week prior to the event.

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