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If you wish to link one or more predefined installment plans to the cumulative offer, which would go to split the annual cost of the offer, thus with installment amounts and due dates always the same for all students who will purchase the offer, you will first need to create the cost of the offer through the . . . Continue reading...
It is possible to view payments that have occurred as a result of an entry via Sales Form. Navigate to Configuration → Sales Form, next to the Form of our interest click the Show payments received item, the following screen will open: You will be able to view a lot of information including Payment Method, . . . Continue reading...
Mass Generation of Tax Receipts To massively generate tax receipts for an arbitrary number of settled payments, navigate to Fiscal Management > Income/Expenses and check the checkbox in the upper left corner above the list of transactions. Below, check the checkboxes for all payments recorded for the . . . 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...
To export the list of payments to be received from the system, navigate to the menu Financial Management → Student Fees. By default, the system shows all payments to be received that are about to expire or are already past due, sorting them by due date. Via the first drop-down menu at . . . Continue reading...
In order to be able to issue tax receipts following the receipt of a payment. you will first need to have previously enabled their issuance from the company's tax settings. Click here to read the article on configuration. There are three ways to proceed with the issuance of a tax receipt. Issuing tax receipts from the section . . . Continue reading...
During the registration phase of a payment (when placing an Enrollment order, or a payment for an order already placed) it will be possible to enter which Payment Method was used to make the installment payment due, these Methods can be Created, Deleted or Modified. Navigate to Administration → . . . Continue Reading...
To set up automated notifications for student payments navigate to Configuration → Notifications and Automations: Now, from the Payments to Receive section, enhance the "Enable notifications for payments due" checkbox to set up an automated notification system for payments to be received when due or past due: . . . Continue reading...
Deleting an Unbilled Payment To delete the record of a payment received navigate to Financial Management → Order Management and click the "Manage Installments and Payments" icon on the order line for which you want to remove the payment. Then scroll down to the bottom of the list of payments received (payments . . . 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...