Hello,
I’ve set up a new installation of Gibbon and I’m trying to get the online payments going, however, am unable to add any invoicee record. I’ve set up the payment gateways via my PayPal information, imported names of parents and students, created the families, enabled the online payments option. Anything I’m missing? How do I add a record?
Hello, if you go to Other > Finance > Manage Invoicees, there is a script that ensures that every current student has a current invoicee record. Once this is done, then you can create invoices to those invoicees. Cheers, Ross.
How do I create an invoicee record? I cannot find any option to do so.
The page mentioned above checks the current student roll, compares it to the current invoicees, and automatically creates the required records. You can see the result of this in the green confirmation box:
If you don’t see the confirmation box, then your invoicee records are already in place.
Ross
Maybe something is wrong on my end? No records show up.
I have users setup though.
Any advice?
Did you click the add icon and added invoices?
Even if you haven’t set up fees you can play around with ad hoc data.
The problem is there are no invoicees, and I can’t get any set up either. If I go to add invoices directly, it asks to add invoicees.
Notice that we are talking about two different things, with very similar names Invoices and Invoicees. You need to sort out your Invoicees (e.g. people who can receive an inovice), as described above, before you move onto your Invoices. Hope this helps!
That’s the problem I’m having. It doesn’t generate any invoicee records, as posted in the pic a few posts above.
The image you shared, unless I am mistaken, is of Manage Invoices, not Manage Invoicees.
Go to my reply to your original post. It’s my third post.
My mistake. I posted the wrong pic up there.
Ah, that make sense. Have you enroled your students, under People > Students > Student Enrolment? If they are not enroled, then they would not be visible in this part of the system.
Thank you very much, sir. It’s all good to go. Amazing support system you guys have here.
You are most welcome. Happy to help you get it sorted : )
Hello Gibbon team
I have created a new school year
ran the rollover from 24 to 25 and linked old classes to new one
my new classes now have the students in them
but i switch to the year 25 and go to finance
I have a new billing schedule and fee categories and fee.
I go to manage invoicees there is a long list of names of my students
but if i go to manage invoices and try to issue a new invoice the invoicees section is empty
i have been trying to fix this for some time i can’t figure it out, any help would be appreciated
we are looking to activate finance model in 2025
Hi @Aziz Hmm, odd. Are you able to check the students to see that they are Full and don’t have a start date that is in the future? On the Manage Invoices page, in the Filters, do you see any students listed there in the Student filter?
Hi @sandra I tried to fix this in many ways, i ended up not using the rollover feature as it was causing lots of issues.
we are using the same year group for all our students and rollover kept marking them as left thinking they are graduates, so we just went with doing all the work manually using Data Admin and Data import
so this was solved when we manually imported our enrollment for 2025