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It is possible to record a down payment for a Vendor Invoice by navigating to: Tax Management → Expense Master → On the invoice of interest → Edit → Record Payment → Partial Payment: Once the down payment is recorded, the payment will not appear fully settled but will appear in parentheses the amount that still needs to be . . . 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...
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...
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 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 change the date of a recorded payment navigate to Financial Management → Manage Orders. From the next page, click the Manage Installments and Payments icon (2nd icon) on the line of the affected order At this point, at the bottom of the screen, you will see a list of payments received, then recorded, related to that order; . . . 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...