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Generate an Advance Tax Invoice upon Request

The advance tax invoice feature generates a tax invoice against a fee payer's open proforma invoice before full payment is received. Typically used when a family requests a formal tax invoice ahead of settlement — for employer reimbursement or government funding.

  1. Find the student's sales order

    From the FNO dashboard, navigate to Modules ▸ Academic Management ▸ Students ▸ All students. Filter for the student using the Account column with the contains operator (③). Click Sell on the Action Pane, then click Orders ▸ All sales orders to locate the open proforma invoice (⑤).

    Generate an Advance Tax Invoice — the All sales orders view for the student with Invoice selected on the Action Pane

    Generate an Advance Tax Invoice — the Add prepayment invoice dialog with the Mark checkbox, Amount to invoice, and Sales category fields

  2. Add the prepayment invoice

    Click Invoice on the Action Pane (⑥), then click Add prepayment invoice (⑦). Select the Mark checkbox to confirm the selection (⑧). If invoicing for a partial amount only, enter the amount in the Amount to invoice field before proceeding. In the Sales category field, enter or select Advance tax invoice request (⑨). Click Post (⑩).

    Generate an Advance Tax Invoice — the Post confirmation for the prepayment invoice

    Generate an Advance Tax Invoice — the Prepayment invoice view with Print option

  3. Print the invoice

    Click Prepayment invoice (⑪), click Show or hide controls if necessary (⑫), then click Print (⑬).

    Generate an Advance Tax Invoice — the printed advance tax invoice document