Overview
The Accounting > Summary menus menu in Paradigm will give you all the student financial details from course enrolment(s) to all unit enrolments, a list of all invoices created, and all payments made. The screenshot below will give you an overview on how our Accounting Summary would look like – structured into different sections (see below for more details on what you can view / do on each section).
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The following will give you the details of each section – what you can view and do on each section, and all the possible options you can see under each ACTIONS menu found in some of the sections:
STUDENT DETAILS
This section will show some student details, structured similarly as the student summary screen but only showing the relevant details for accounting purposes and with menus under the ACTIONS button which focuses on the student financial record.
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The following are some of the menus you can see when the ACTIONS button is selected:
Print Pro Forma Invoice
Email Statement of Fees
Print Statement of Account
COURSE ENROLMENTS
This section will give you all the student’s course enrolment(s) detailing the fees, scholarships, funding, amount paid and owed. This is also where you can create a new invoice.
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All Course Enrolments can be viewed
Create New invoice button button, see Raising Enrolment InvoiceWorkflow
The select Course option
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