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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...
To enter payment terms into the system, navigate si Fiscal Management → Expenditure Master. Click the little arrow on the green button in the upper right corner "Add Expense Item" and then choose "Payment Terms". Then enter: Name: payment term name Description: payment term description Installments: number of . . . Continue reading...
The system allows you to issue a single invoice for multiple orders and/or payments as long as they are in the same person's name. 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 student or guardian . . . Continue reading...
Disenrollment from Transfers and Refunds To disenroll a student from a course, group or individual, navigate to Transfers and Refunds from the main menu: Enter the Name of the student and select the Course from which you intend to disenroll him/her: The student's financial status related to the selected course will then be shown, i.e. . . . Continue reading...