It is possible to bill some debtors in advance and others in arrears. The principle is very simple - you run the Billing In Advance process for some enrolments and the Billing in Arrears process for others.

The only setup required is a method for separating your enrolments into those that will be billed in advance and those that will be billed in arrears.

We recommend that you set up your enrolments in a way that allows you to separate them into Advance and Arrears using search criteria, and don't leave yourself having to include or omit individual enrolments in every billing run.

Some fields that may be helpful to divide by are:

If your situation doesn't present an obvious way to separate them, we recommend you create different Lesson Types for this purpose. In a Lesson Type used for billing in arrears, the Number of Lesson BP and Number of Lessons RP fields can be left blank.

This document will use the example of separate Lesson Types for billing in advance and billing in arrears. The standard Lesson Type bills in advance for 10 lessons. The "Schools" Lesson Types will be used to bill in arrears.

Any billing script starts with a Find step where you bring together the enrolments you wish to bill. In this process you need to include search criteria that will pull in only the ones you want to include.

In this example, the enrolments to be billed in advance do not include Lesson Types that have the word "Schools" in them, so you would add an extra search request in your search screen to omit Lesson Type "Schools". When finding enrolments to bill in arrears, you would specify "Schools" in the Lesson Type field in any search request, to ensure it only finds those records.

At the start of the billing period, bill enrolments in advance as needed. During the find step of the billing script, modify the find requests so only enrolments to be billed in advance are included. In this example, a new request has been added to omit enrolments with "Schools" in the Lesson Type name.

When the find has been performed follow the rest of the process as normal. For guidance on billing in advance see Billing Tuition in Advance.

At the end of the billing period, bill enrolments in arrears as needed. During the search step, specify only the lessons that need to be billed in arrears. For this document's example, "Schools" has been added to the request to find just enrolments with the special lesson types.

When the find has been performed, follow the rest of the process as normal. For guidance on billing in arrears see Billing Tuition in Arrears.

At the end of the reconciliation period, produce lesson adjustments as needed. When the billing tool is displayed, select Find, then enter '*' in Given, and add an additional criterion unique to enrolments billed in advance or add a request to omit enrolments billed in arrears. For this document's example, a new request to omit "Schools" has been added to omit enrolments with the special lesson types.

When the find has been performed, follow the rest of the process as normal. For guidance on lesson reconciliation see Billing Tuition Lesson Adjustments.