This finance view of the adults record is viewed by clicking Related adults next to a pupil's name in the All pupils/adults form from the finance menu. It is also used for entering missing bursary numbers, fee payers, and sorting out incorrect fee splits from the Data Integrity area of the finance menu. To get to the pupil records, click the Pupils of button at the bottom of the form.If you make changes to the data, you can save these changes using Save and Exit, or close the record without saving your changes using the Quit button.

Before you are able to raise a set of invoices, you must have the following data set up for pupils and adults:

1. At least 1 fee payer for all current pupils (including those about to start next term if you are using the shadow invoice process)

2. A unique Bursary Key for every fee payer.

3. Fee split totalling 100% for each pupil's bill. 

Please note the Copy invoice needed tick box. This is for adults such as separated parents who need a copy of the invoice with their own name and address, but are not necessarily fee payers. Some schools use this facility to allow adults to split the fees amongst themselves, as the adults will then all get a copy of the full invoice, without having to use the fee split. This is ideal in cases such as a parent's employer paying fees but the parents pay extras themselves, and other more complex arrangements.