How to add carry over balance from another SMS:
1. Add carry over balance with the first cycle of fees and generate invoice
- Menu >List View/ Quick Links > Children
- Select Child > Accounts and Fees tab > Add New Fees
- Add New Fees: Select option from dropdown – Carry over balance from another SMS
Fill all fields as shown in images below:
- Select the same date as the fee which is already created to add carryover balance to the same invoice .
- Select one-off button to generate fees only once
- Fees is generated. > Save and continue
- Menu > Finance and Accounts > Update and recreated invoice
- Invoice is generated and is available for payments.
- Under Finance and Accounts >Accounts > Invoices
- Generated one invoice for both fees
2. Add Carry over balance directly:
- Under Finance and Accounts >Accounts > Invoices > Click Add New (button in green at top right)
- Add new:
- Add Invoice: Enter all the details and select Add Fee
- Under Finance and Accounts >Accounts > Invoices
It will create different invoice for the carry over balance.