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How to Adjust an Invoice to Include the Scholarship / Subsidy Amount

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Cancel the PAID invoice and set the Status to IN-PROCESS

1. Load the student record. 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 the student record is loaded, choose Accounting > Invoices menus on the side. Select the invoice that you want to adjust and add the scholarship/subsidy amount. Click the ACTIONS button against it and select the View Invoice option.

3. Go to the ITEMS sections and click the ADD INVOICE ITEMS button.

4. On the INVOICE HEADER section, click the SET TO IN-PROCESS AND DELETE PAYMENTS TO ITEMS/INVOICE button(s), depending on the invoice that you want to adjust. Just click OK on the pop-up notification to confirm your action. This will trigger an edit to the unit enrolments which that are associated to with the invoice.

In the INVOICE ITEMS section, delete the unit enrolment item that you want to add a scholarship/subsidy amount by clicking on the DELETE button (bin icon) against it.

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Add the Scholarship/Subsidy Amount to the Unit Enrolment

5. The invoice is now set to an IN-PROCESS status. Choose Accounting > Summary menus on the side. Edit the unit enrolment where the scholarship/subsidy is to be added.

6. Go to the FINANCIAL INFORMATION section, ignore the warning message, and click the EDIT FEES button. This will trigger an edit to the student financial details, click OK to confirm your action.

7. After clicking the EDIT FEES button, you can edit the financial information section: (

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To import payments in bulk specific information is required as a minimum

• Id Number (Student Number is preferred

• Transaction / Payment date

• Transaction / Payment amount

• A unique reference for each Transaction / Payment

Additional information is maybe may be helpful/appropriate.

Once this information is available the transactions/payments can be imported via the Import Wizard within the System.

An overview of how our Import Wizard works can be found in this article: System > Import Wizard

For more information or how to set up the import profile please contact our Support Team.