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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...
In case the Student or the Registrar wishes to change the enrollment in a Collective Course, it is possible to perform the procedure of Selecting an alternative offer. Navigate to Financial Management → Order Management → Manage Installments and Payments → Reopen: Under the purchased item will be a box with . . . Continue reading...
The Payment Out of Installment feature can be set when entering an enrollment from the Student Enrollment panel. Once multiple courses or Goods/Services are added to the cart we could display the three payment options: Paid Installment Payment Out of Installment If the goods in the cart will be entered . . . Continue reading...
It is possible to associate an order with two different types of installment plans for each asset in the order. This type of accrual is called independent accrual and allows you to create two different installment plans in the same order. To do this, when creating an order (which contains multiple course enrollments . . . Continue reading...
To edit an invoice that has already been issued there are two methods, both of which may be useful on different occasions. The first is found in Tax Management → Invoices/Credit Notes click Menu next to the invoice you want to edit and from the drop-down menu select Invoice Details and Payments. From here select the icon . . . 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 convert an installment payment to a payment outside of installments either when enrolling a student or when an order has already been issued. At the time of enrollment, once the Course or Good/Service has been added to the shopping cart you can check the Payment Out of Installments box: A . . will appear. Continue reading...
To change the number or amount of installments on a student enrollment order navigate to Financial Management → Order Management. N.B. Changing the amount of one or more installments will NOT affect the total price of the order, which will remain the same regardless of the remodeling of installments. In the event that . . . Continue reading...
To add new installment models navigate to Configuration → Settings and expand the section on Installments: From the screen that opens you will see all the installments you can already use and the option to enable the Expected Payment Method: Then in the last line enter the following information: Installment Name: The name . . . Continue reading...
In the case where a Collective Course or Good/Service includes an installment purchase plan with Dates and Amounts already defined at the outset, it is possible to configure a customized installment plan. Notes: In Secretarial Enrollment, this configuration does not prevent the use of a different installment plan configured in Configuration → . . . Continue Reading...