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To add a good or service navigate to Configuration → Goods and Services and click the green button in the upper right corner Add Sales Item: The screen that will appear will be as follows: Then enter: item name*: the name of the good or service Image: Allows you to select an image for the . . . Continue reading...
To configure the annual membership fee navigate to Administration → Economic Settings then expand the "Student Membership Fees" section and enter: Membership fee name: name of the school's membership card Membership fee € *: cost of the school's membership card Period (Year(s)): duration in years of the school's membership card . . . Continue reading...
To record expenditures navigate to Fiscal Management → Expenditure Master: Click the green button in the upper right corner Add Expense Item: Search for the teacher/administrative or supplier for whom to record the expense using the relevant search fields: NOTE: Suppliers can be added to the system from . . . Continue reading...
Issuing a manual invoice can come in handy when you want to invoice a payment, but have not yet made the student enrollment and thus the purchase order. To issue an invoice manually navigate to Tax Management → Invoices / Credit Notes and click the green button at the top of . . . Continue reading...
To issue a credit note manually, in case you need to reverse an invoice partially, or just because you prefer to fill it out manually instead of issuing it directly from the invoice to be reversed automatically, navigate to Tax Management → Invoices / Credit Notes and click the green button in . . . Continue reading...
By default, the system will issue invoices with today's date, but you can enter the option to issue invoices with the date the payment was recorded. Navigate to Tax Management → Tax Settings and click the previously entered company edit icon. Scroll to the second section at . . 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 configure the school's tax data, navigate to Tax Management → Tax Settings and click the Add New Company button: Then enter the data that comes up: Company Name: the name of the school Code: identification code that is used in some listings in the system VAT Number: the school's VAT number Code . . . Continue reading...
There are three ways to issue an invoice: 1. navigate to Fiscal Management → Invoices / Credit Notes and click the green button at the top Issue Invoice / Credit Notes. Then enter the name of the responsible student or guardian (use the "Client" field instead if . . . 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...