All posts in Financial Management
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...
In case there is a need to approve a teacher's payment before the month ends it is possible to do so but only if the teacher has no more classes to teach in the current month. The function stems from the need of some schools to close the month early (e.g., for . . . Continue reading...
To change the date of an issued enrollment order navigate to Financial Management → Manage Orders and click the light blue "Manage Installments and Payments" icon on the affected order line. Next, edit the "Order Date" field at the top left of the screen and save with the icon . . . Continue reading...
If for any reason you need to abandon payment on an order, you can do so by navigating to Financial Management → Order Management and accessing one of your orders via the blue "Manage Installments and Payments" icon. In this area you will find among the various options the one that will allow you to . . . Continue reading...
In case you need to suspend payment of one or more installments of an already issued order, or simply decide on the due date at a later date, you will be able to set the due date as "to be defined." Navigate to Financial Management → Order Management and click the light blue icon "Manage the . . . Continue reading...
It is possible to enable five different online payment methods for receiving course fees: Paypal, Stripe, Komoju, Satispay and Amazon Pay. Students, or their responsible guardians, will be able to settle payments via their App at ScuolaSemplice or via Web Account. Note: . . . Continue reading...
To change the due date of an outstanding payment, navigate to Financial Management → Order Management and click the "Manage Installments and Payments" icon on the entry order line for which to make the change. From the next screen, where the order's installments are listed, you will be able to edit the . . . Continue reading...
Both when issuing an enrollment order and at a later stage, it is possible to add either a private comment viewable only by the secretary, or a public comment viewable by both the secretary and the customer (student and/or guardian/supervisor). The public comment will be entered by the system directly in the order receipt immediately below . . . Continue reading...