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Raise a Transfer Certificate Fee

When a student withdraws and requests a transfer certificate, a free-text invoice is generated using the preconfigured TCINV template. In a live environment, this step is triggered by a request from the customer experience team.

  1. Create the invoice from template

    From the FNO dashboard, open Modules ▸ Accounts receivable, expand Invoices, and click All free text invoices. Click New from template in the Action Pane (③), select TCINV in the Template field (④), and complete the following:

    • Customer account (⑤) — enter or select the fee payer.
    • Create invoice by using the default values from — select Free text invoice template (⑥).

    Click OK. The template pre-populates the invoice line with the transfer certificate fee configuration.

    Raise Transfer Certificate Fee — the All free text invoices list with New from template selected and TCINV chosen

  2. Complete invoice details

    In the Description field, enter a description (⑧). Scroll down and expand the Line details tab (⑨), then open the Financial dimensions line tab (⑩). Set the financial dimensions (⑪) — select Curriculum, School Levels, and Year Group. The Fee Head field is auto-populated based on the free-text invoice template setup.

    Raise Transfer Certificate Fee — the invoice form with Description and the Line details Financial dimension tab open

  3. Post the invoice

    Click Post (⑫), set Batch processing to No (⑬), click OK, and close the page.

    Raise Transfer Certificate Fee — the Post dialog with Batch processing set to No