Versions Compared

Old Version 27

changes.mady.by.user Chanel Zhang

Saved on

compared with

New Version 28

changes.mady.by.user Jeannie Hagarty

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

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

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.

Expand
title2. How to print an existing invoice

  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 Action button next to the Invoice to be printed, the Action menu will open.

  11. Click on the Print Invoice option 

  12. The Invoice header and information have now been loaded.

  13. Click on the Print Invoice button.

Expand
title3. How to print an existing receipt

  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 Payments list

  10. Click on the Action button next to the Receipt to be printed, the Action menu will open

  11. Click on the Print option

Expand
title

...

  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 Payments List section

  10. Click on the Action button next to the Receipt to be printed, the Action menu will open

  11. Click on the Email option

  12. A dialogue box will appear - Are you sure you want to email the file?

  13. Click on the OK button

...

5. How to email an existing receipt with the Communication Module / Event

  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 Payments list

  10. Click on the Action button next to the Receipt to be printed, the Action menu will open

  11. Click on the Email with Communication Event option

  12. Scroll down to the Communication Section

  13. Scroll down to the Communication Template message and select the required template

  14. Enter any required information into the body of the email

  15. Click on the Save Communication and Send With Attachments  button

  16. An email with the attachment has now been sent and a copy of both is saved into the Communication Event record

Related Pages

Child pages (Children Display)
depth1
styleh2
pageAccounting
sorttitlepageAccounting
excerptTypesimple