Please note that there are optional fields on that screen and How to Create a New Payment Record
1. Refer to the instructions on this workflow: Recording Payment 2. On the form field section to enter the details of the payment, refer to the table below for a brief description of each field. NOTE: Some of the fields found on the new payment form are optional, you do not have to fill them all . Refer to your business or institution's requirements as your guide in filling out the form. Field Name | Brief Description |
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Payment Id | System Generated payment number | Status | Status of the Payment Cancelled Confirmed Not Paid Received Sent
| Reference Number | Undergraduate Postgraduate HDR Masters HDR Doctorate
| Payment Type | Customer Payment Customer Refund Internal Payment
| Effective Date | Payment date | Payment Method | Payment Methods accepted by the Institution | Amount | Add the amount received from the student without a dollar sign. This amount can include any transaction fees. (In this case a $1.50 credit card surcharge) If there are not additional fees then Amount and Sent amount are identical. Please note: Financial fields cannot be left blank. | From Party Id | The Student or Agent making the Payment | Sent Amount | Add the amount received from the student without a dollar sign. This amount does not include any transaction fees and is amount to be paid off against any tuition. Please note: Financial fields cannot be left blank. | To Party Id | If there are multiple Campus within the system payment can be coded here | Is Net Payment | | Assoc party Id | The Student or Agent making the Payment | Drawer (if Cheque) | If paying by Cheque - Name on the Cheque | BSB (if Cheque) | Bank State Branch (often referred to as "BSB") is the name used in Australia for a bank code, which is a branch identifier. The BSB is normally used in association with the account number system used by each financial institution. | Bank (if Cheque) | Name of Financial Institution | Comments | This is a Free text field for any comments. Please note: Any Text written here will appear on the Receipt |
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