Moving Students to Another Class and Invoice Handling

Relocating a student to a different class in Class Manager ensures they are enrolled in the correct session while keeping invoicing accurate. Follow these steps to move students and manage their invoices accordingly.

Moving a Student to Another Class

1. Click < to the right of Classes.
2. In the expanded menu click View All.
3. Choose the relevant season and locate the student’s current class.
4. Open the class and go to the Student List tab.
5. Tick the box next to the student and click Move to Another Class.
6. Select the new class from the dropdown menu and confirm the move.

Handling Invoices After Moving a Student

• If the student has already been invoiced:

  • The original invoice will remain unchanged.

  • You may need to manually adjust the invoice to reflect any fee differences.

  • If necessary, issue a credit note for the previous class and generate a new invoice for the new class.

• If the student has not been invoiced yet:

  • The system will generate an invoice based on the new class details when invoices are created.

Additional Considerations

• If the new class has a different fee, ensure adjustments are made to reflect the correct amount.

• Communicate any changes to the student or guardian regarding new class schedules and potential fee updates.

By correctly managing student transfers and invoices, you can ensure accurate class enrollments and financial records. If you need further assistance, reach out to support for guidance.