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If you want to increase the amount of an already paid Order there are two methods: 1 - If there are no Invoices and/or Receipts attached proceed to delete the payments recorded through this guide and then click on Reopen/Edit within the order and click on the pencil icon next to the Course Price . . . Continue Reading...
In order to manage the cafeteria for students who pay on balance at the end of the month, it will be necessary to create a collective "Canteen" course with a unit cost per lesson that will be the cost of the individual meal. By then entering students inside the course, taking attendance when students participate in the canteen, it will be possible to . . . Continue reading...
A purchase voucher intended as a discount to be used for a future enrollment or as an amount to be reimbursed to the student, can be used with a dual purpose: as a purchase voucher for a new enrollment in a course, thus deducting from the total cost of the course the value of the note as . . . Continue reading...
To send payment reminders to specific students or guardians who have not paid their tuition/fees by the due date there are two ways, either by entering inside the specific student's order of enrollment, or from the section where all students' receivable payments are collected. Navigate . . . Continue reading...
It sometimes happens that at the end of the educational/school year, some of the tuition fees have not been properly registered with payment and that you want to "clear" the situation so that you have a clean situation for the new year. Therefore, to massively cancel the remaining open student fees and close the . . . Continue reading...
Orders in Financial Management → Order Management can be filtered by type. These filters serve to reduce the amount of information on the screen, showing only the type of order requested. Clicking on "each order type" will bring up a drop-down menu showing the various types available: . . . Continue reading...
It is possible to do a bulk import of Client Companies by navigating to Master Data → Client Companies → Import Company Master Data. From here you can download the basic template that will need to be filled out: The empty template will look like this: The fields highlighted in blue will be required to do the import correctly: Company: Company Name . . . Continue reading...
To access the payment schedule navigate to the menu Tax Management → Payment Schedule. Warning. The payment schedule in Fiscal Management, will include incoming payments to be received and outgoing payments to be made, only if they arise from active and passive invoices. So if an entry order, for example, does not . . . Continue reading...
It is possible to view payments that have occurred as a result of an enrollment via Online Form. Navigate to Configuration → Online Form, next to the Form we are interested in click the Show payments received item, the following screen will open: You will be able to view a lot of information including the Payment Method, Code . . . Continue Reading...
It is possible from Financial Management → Lessons to Pay and from Teacher Pay to ignore a payment and, if desired, reinstate a previously ignored one. The procedure to be performed in Lessons to Pay is this: In an as-yet unapproved monthly payment click on Ignore payment of this fee: At this point the . . Continue reading...