All posts in Financial Management
In case you need to change the purchase order holder from the one you entered when ordering, navigate to Financial Management → Order Management: And click the Manage Installments and Payments icon on the specific order line: In the middle part of the page click the light blue arrow icon to . . . Continue reading...
To change the payment method of a registered payment navigate to Financial Management → Manage Orders. From the next page click the Manage Installments and Payments icon (2nd icon) on the relevant order line At this point, at the bottom of the screen, you will see a list of payments received, then recorded, related . . . Continue reading...
If a student makes a partial payment of any amount that does not correspond to an installment established in the purchase order, a partial payment can be recorded. Then navigate to Financial Management → Student Fees: Then click the orange button at the top Register Payment: Now type in the . . Continue reading...
To change the date of a recorded payment navigate to Financial Management → Manage Orders. From the next page, click the Manage Installments and Payments icon (2nd icon) on the line of the affected order At this point, at the bottom of the screen, you will see a list of payments received, then recorded, related to that order; . . . Continue reading...
Deleting an Unbilled Payment To delete the record of a payment received navigate to Financial Management → Order Management and click the "Manage Installments and Payments" icon on the order line for which you want to remove the payment. Then scroll down to the bottom of the list of payments received (payments . . . Continue reading...
To apply a discount to an order that has already been issued, i.e., subsequent to a student's enrollment in a course, navigate to Financial Management → Manage Orders. Of the order concerned click the second icon Manage installments and payments and from the next screen click the yellow button Redetermine installment definition or . . . Continue reading...
There are two main ways to record Received Payments. 1. Record Single Payment from Student Fees Navigate to Financial Management → Student Fees: A list of student payments due or past due (payments due or due in the next 3 days) will be displayed, sorted from oldest to most recent. . . . Continue reading...
To record a payment as settled, after issuing the invoice for it (thus as to be settled), navigate to Tax Management → Invoices / Credit Notes. On the line of the invoice yet to be settled, click the second icon. Then enter: Status*: flag the payment to be recorded as paid (in the . . . Continue reading...