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Invoice Types

Description

Tuition Item Invoice

Tuition Items are Units of Study or Full Courses.

General Invoice / Non-tuition Item Invoice

Some examples of General Invoices or non tuition items: Transcripts, Replacement AHEGS, Replacement Parchments, Text Books, Course materials, Student Id Card, Enrolment Fee, Application Fee, Administration Fee, Re-assessment Fee, Late Payment Fee, Accommodation, Overseas Health Cover, Airport transfer, see ADD EDIT PRODUCTS.

Only Non-Tuition items are to be added to these Invoices and should not be combined with Tuition invoices.

STUDENT INVOICE LIST

All invoiced items are shown here in different types with statuses (In-Process, Cancelled, Sent, Paid). Each invoice record has also an ACTIONS button with an option to view, edit, pay, print, and email the invoice.

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  • The 10 most recent invoices for the Studentstudent

  • Action ACTIONS button option [View Invoices, Edit invoices, Pay Invoices, Print Invoices, Email With Communication Event, Email Invoice]

STUDENT PAYMENTS LIST

Payments made by the customer (Student, Agent, etc.) are all listed here. You can edit, print, or email each recorded payment details. An option to ADD NEW PAYMENT is also possible on this section.

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  • Add New Payments

  • ACTIONS menu [Edit Payments

  • Print Payment Receipts

  • Email (Receipts) , Print, Email Receipts with Communication Event, Email ( Receipts)]

 

Workflow

Expand
title1. How to sort columns on the Accounting summary page

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.

  1. Click on the Accounting Tab in the side menu

  2. Click on the Search option in the side menu

  3. Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname

  4. Click on the Search Student button

  5. This will return a list of students that meet the searched criteria

  6. 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. 

  7. Click on the blue hyper link on the left side of the required record.

  8. The student's record has now been loaded.

  9. Scroll down to the Student Invoice list

  10. Click on the Double ended arrow next to the Invoice Id Table Header 

  11. This will now sort the results by invoice number. When the arrow is pointing up the smallest number will appear at the top of the list and when the arrow is pointing down the smallest number will appear at the bottom of the list.

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