Good day all.
I am currently setting up invoices for school fees for the next academic year, yes, some parents want to pay early!
I have created to next year, set up the invoice for term 1, but no students are showing up. Do I need to roll over to next year first? when is the best time to do that??
I feel I’m missing something small…. any help?
Kind Regards
Tim.
Hi @T_Shepherd
Thanks for the question. The reason no students are showing up is that Gibbon needs to know which students are actually enrolled in next year before it can attach invoices to them. Since you haven’t done the rollover yet, as far as the system is concerned, those students only exist in the current year.
So yes, you do need to run the rollover first. You’ll find it under User Admin → Rollover. Just make sure you’ve got a backup of your data before you hit proceed, and that your next year’s form groups/classes are already set up, otherwise students won’t have anywhere to roll into. After that, go back to your invoices and the students should show up when you select next year.
Generally, most schools run the rollover near the end of the current year. But you can absolutely do it early if you want to get finance sorted ahead of time, it won’t flip the “active” year for everyone else. I hope that helps. Thanks you!!