Page Comparison

STUDENT DETAILS

This section will show some student details, structured similarly as to 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.

The following are some of the menus you can see when the ACTIONS button is selected:

• Print Pro Forma Invoice

• Email Statement of Fees

• Print Statement of Account – This will print the student’s statement of account reflecting the full history of a student showing a running balance as each payment, invoice, return or credit note is recorded.

• Create New General Invoice

COURSE ENROLMENTS

This section will give you all the student’s course enrolment(s) detailing the fees, scholarships, funding, amount paid, and owed. This is also where you can create a new invoice.

• All Course Enrolments  can be viewed

• Create New invoice button, see Raising Enrolment InvoiceWorkflow

• The Select Course option  

CURRENT UNIT ENROLMENTS

All unit enrolments of the student will appear here with the corresponding unit fee, scholarship, funding, upfront, paid amount, and the amount owing. You also have the option to directly edit each unit enrolment by clicking on the EDIT (pencil icon) button.

• The 10 most recent Unit Enrolments

• Including Funding Types, payment types, and amounts outstanding

• Invoice Id (for those unit enrolments which are already invoiced)

• Edit  Unit enrolment (this leads to the full unit enrolment page)

STUDENT PAYMENTS LIST

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

• Add New Payments

• ACTIONS menu [Edit, Print, Email Receipts with Communication Event, Email Receipts]

^{back to top}