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The Accounting > Summary 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, 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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Payments made by the customer (Student, Agent, etc.) are all listed here. You can edit, print, or email each recorded payment details/receipts. An option to ADD NEW PAYMENT is also possible on this section.
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Add New Payments
ACTIONS menu [Edit, Print, Email Receipts with Communication Event, Email Receipts]
Workflow
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The information in the Course Enrolment, Current Unit Enrolments, and Student Invoice List sections can be sorted from this screen. By Clicking on the doubled ended arrow next to any of the Table / Section headings. The Heading that has the solid arrow either or is what the table is sorted by. The example below explains how to sort on the Student's Invoice Id, but are the same steps for sorting by any table / section heading.
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| title | 4. How to email an existing receipt with the Communication Module / Event |
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Click on the Accounting tab in the side menu
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Click on the Search option in the side menu
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Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
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Click on the Search Student button
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This will return a list of students that meet the searched criteria
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To filter the returned options in this box above the returned results start typing the students First / given name. This will reduce the number of results.
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Click on the blue hyper link on the left side of the required record.
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The student's record has now been loaded.
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Scroll down to the Student Payments list
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Click on the Action button next to the Receipt to be printed, the Action menu will open
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Click on the Email with Communication Event option
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Scroll down to the Communication Section
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Scroll down to the Communication Template message and select the required template
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Enter any required information into the body of the email
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Click on the Save Communication and Send With Attachments button
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