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Overview

Table of Contents

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The article teaches how to sort columns on the Accounting summary page , print an invoice for a student,create an enrolment invoice, create a general invoice for a student and cancel an invoice

Completing this article will provide competency in the following tasks:

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Info
Please note that the course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing.


Info

Please make sure to set the invoice to process status to assign the units when creating enrolment invoices


Info
You will be able to sort course enrolment, current unit enrolment, student invoice list and student payment list columns.

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  1. Click on the 'Accounting' tab on the side menu
  2. Click on the 'Search' on the side menu
  3. In the edit box labelled Family Names' enter the name provided by the student and then click on the 'Search Student' button.
  4. This will return you a list of students matching your search criteria. 
  5. Load the student's Accounting summary
  6. If you would like to sort a column by Date of Birth, click on the arrow next to the Date of Birth column heading and sort the column. 

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  1. Click on the 'Accounting' tab
  2. Click on the 'Search' on the side menu
  3. In the edit box labelled Family Names' enter the name provided by the student and then press the 'Search Student' button. This will return you a list of students matching your search criteria. 
  4. Load the student to find the Invoice and Accounting details
  5. Scroll down the screen to the 'Student Invoice list'
  6. Select the invoice and click on the 'Actions' button -->Print invoice


How to create an enrolment invoice in Paradigm

  1. Click on the 'Accounting' tab
  2. Click on the 'Search' on the side menu
  3. In the edit box labelled 'Family Names' enter the name provided by the student and then press the 'Search Student' button. This will return you a list of students matching your search criteria. 
  4. Click on the 'new invoice' icon under course enrolments to create a new enrolment invoice 
  5. Fill out the required data and click on the 'Save Invoice' button to save your changes.
  6. Scroll down the screen and click on the 'Add invoice items ' button
  7. Select tick boxes for the required units/items that you want to appear on the invoice and click on the 'Add Selected as Items'

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  1. Click on the 'Accounting' tab
  2. Click on the 'Search' on the side menu
  3. In the edit box labelled 'Family Names' enter the name provided by the student and then press the 'Search Student' button. This will return you a list of students matching your search criteria. 
  4. Load the student's accounting summary
  5. Scroll down the screen to the 'Student Invoice list'
  6. Select the invoice and click on the 'Actions' button →'Edit invoice'
  7. Change the invoice to 'in process' status and click on the blue button labelled 'Save invoice'
  8. Scroll down to the Items and click on the blue button labelled  'Add Invoice Item'
  9. Delete the item associated with the invoice unit by clicking on the 'delete' icon
  10. Once you delete the line items change the status to 'cancelled'
  11. Load the unit enrolment and ensure that each of the following fields are set to the value "0.00"


  • Unit fee
  • Amount received
  • Upfront payment
  • Funding amount
  • Subsidy amount

      12. Once you make the required changes click on the 'save unit enrolment'

How to create a General general Invoice

  1.  Click on the 'Accounting' tab on the side menu
  2.  Click on the search
  3.  In the edit box labelled Family Names' enter the name provided by the student and then press the 'Search Student' button. This will return you a list of students matching your search criteria. 
  4.  Load the student details
  5.  Click on the 'Actions'--> 'Create a New General Invoice'
  6.  Fill out the required data and click on the 'Save invoice' button


 Further reading

Accounting-Search

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