All posts in Financial Management
1. Reseller Creation To create a reseller, after the specific module has been enabled on the system, simply navigate to the "Tax Management" → "Customers/Suppliers" section and create the "customer" master data specifying that it is a Reseller by entering the appropriate check mark. After creating the reseller, it will be viewable and . . . Continue reading...
In management systems equipped with Stamp ScuolaSemplice offers the possibility to enable the application of Automatic Stamping during online entry. To enable this feature make sure you have enabled the application of Automatic Stamping for Invoices as explained in this guide. Navigate to Configuration → Online Form: Then enter Edit . . . Continue Reading...
If you wish to link one or more predefined installment plans to the cumulative offer, which would go to split the annual cost of the offer, thus with installment amounts and due dates always the same for all students who will purchase the offer, you will first need to create the cost of the offer through the . . . Continue reading...
ScuolaSemplice offers the ability to change the enrolled user of an enrollment order for a Collective Course, this allows with ease to correct or change at a later stage of order generation the beneficiary user of an Enrollment. NOTE: This procedure allows the enrolled Student of an order to be changed only with . . . Continue Reading...
To delete an electronically signed Contract, you need to navigate to Financial Management → Manage Orders: Then press the blue Manage Installments and Payments icon on the order of interest: Then click on Reopen/Edit Order: Finally click on the trash icon that appears next to the signed contract:
To keep Enrollment Orders more organized ScuolaSemplice offers a fully configurable Order States system. This allows us to individually or massively associate a state for each order, so we can easily keep track of only the orders we are interested in working with. Enabling States for Orders To enable . . . Continue reading...
In case a Tutor wants to enroll more than one person in the same Course or in several different Courses the management system offers the possibility to generate a Single Order. To do this, it is necessary to perform the standard procedure of creating an Order by selecting the first Student, Course and then . . . Continue reading...
Click here for the massive quote generation guide. Generating a Quote To generate a quote navigate to the Student Enrollment screen: From the next screen place the flag on the Generate a Quote checkbox: Then fill out the quote as if it were a regular Enrollment Order. At the end of the . . Continue reading...
In ScuolaSemplice it is possible to change the numbering of the Orders whether it is linked to the Educational Year or the Solar Year. This changes the numbering which will be displayed as follows: Solar Year: 1/2023 Educational Year: 1/2023/2024 Please note, the numbering change is not retro-active and will result in the hiding of Orders generated with the previous numbering. . . . Continue reading...
You can add a simple movement unrelated to an Order, Teacher, Vendor or Administrator by navigating to Tax Management → Income/Expenses then select the Company on which to add a movement: All the Income/Expenses of the management system will be loaded with the ability to export the First Note. Click on the orange arrow . . . Continue reading...