All posts in Financial Management
It is possible to convert an installment payment to a payment outside of installments either when enrolling a student or when an order has already been issued. At the time of enrollment, once the Course or Good/Service has been added to the shopping cart you can check the Payment Out of Installments box: A . . will appear. Continue reading...
In case you need to enter compensation for a faculty member who is not from a course or class, thus automatically calculated by the system, you will be able to enter it manually. Navigate to Financial Management → Teacher Payment: Click the button in the upper right corner Enter Payment: Then from the next screen . . . Continue reading...
The first step regarding teacher pay is to configure their pay, either by going to create pay classes to associate with courses (or the teachers themselves), or by simply entering the individual teacher's hourly pay directly into their master file. To read the Wiki article related to . . . Continue reading...
To change the amount of an order that has already been issued, add goods or services, or change the various wording on it, navigate to Financial Management → Order Management and click the "Manage Installments and Payments" icon. From the next screen click the blue Reopen button. At this point you can: Edit . . . Continue reading...
To change the number or amount of installments on a student enrollment order navigate to Financial Management → Order Management. N.B. Changing the amount of one or more installments will NOT affect the total price of the order, which will remain the same regardless of the remodeling of installments. In the event that . . . Continue reading...
In the event that you need to delete a purchase order because a student's enrollment or pre-enrollment has been incorrectly made, navigate to Financial Management → Order Management: Orders for which no payment has been recorded can be removed by simply clicking the trash icon on the . . . Continue Reading...
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...