Overview
After the students are enrolled to a course(s) and units in Paradigm, you can now create an enrolment invoice to notify them of their amount owing. There are two types of invoice you can raise: Enrolment and the General Sales. The instructions below will guide you on how you can raise an enrolment invoice type which may contain a mix of general/miscellaneous and academic tuition fees. If you want to raise an invoice of this type in bulk, see Raising Invoices in Bulkworkflow.
...
Outlining the step-by-step instructions on raising an enrolment invoice per student:
| Info |
|---|
INFO If you have any questions on the field names or information required in raising an invoice (which you will encounter upon following the instructions below), refer to the table with field names and brief descriptions under the Understanding the User Interface > Invoices knowledge article. |
1. After enrolling the student to a Course and Units, you can check the Amount Owing by going to the Accounting > Summary screen. If the student record is not currently loaded in the system, you can go through the process of searching for that student record by choosing Accounting > Search menus on the side, the same instructions as Searching for a Student Record in Paradigm.
2. Once you’re on the Accounting Summary screen of the student record, go to the COURSE ENROLMENTS section, select the New Invoice button on the right of the amount owing column.
...
3. After selecting the New Invoice button, an invoice details screen will appear, go to the UNIT ENROLLED BY STUDENT section, by default, Paradigm will auto-select all units which have amount owing, to deselect the units enrolled that you want not to be included in the invoice, remove the checkmark on the box. Click the top right corner checkbox or the select buttons below to select and deselect all units.
...
4. With all the units to be invoiced are selected, click the ADD SELECTED AS ITEMS button. This will now add all the items/units selected in the INVOICE ITEMS section.
...
5. [OPTIONAL WORKFLOW] As required, if you want to make further adjustments on the items that you just invoiced, as long as the status is still IN PROCESS, refer to the Invoice Adjustments workflow for the instructions.
...
6. After clicking the ADD SELECTED AS ITEMS button and making the adjustments (as required), scroll up and click the EDIT INVOICE button, set the Status to Sent or click the STATUS TO SENT button and then SAVE INVOICE.
...
7. If you go to the Accounting Summary or Accounting Invoices screen, you can now see the enrolment invoice you just created with a Sent status under the STUDENT INVOICE LIST section. The invoice is now ready to be printed, emailed, or paid off.
...