Overview
Table of Contents |
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Objective
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Assumptions
This part of the KB states the basic requirements for user to be able to understand this KB or any access required to carry out the task explained in this KB.
Key terms and concepts
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Implications
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Workflow
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Further reading
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Objective
The purpose of this knowledge article is to demonstrate how to create a payment.
User should be able to create a payment for a particular student.
Assumptions
- The Student has already been accepted into a Course and has been enrolled into units
- The Student has invoices created against their record
- The user has basic understanding of the Accounting concepts
Key terms and concepts
The list below demonstrates the key fields that need to be filled for creating an operationally viable payment.
Please note there are optional fields on that screen and you do not have to fill them all.
Status | Status of the Payment Ex: Received,Cancelled, Confirmed, Not Paid, Sent |
Payment Method | Possible values are Cash,Credit Card, Debit Card, BPay, Paypal, Payment Express |
Effective date | Date that the payment going to be effective from |
Amount | Add the amount received from the student without a dollar sign. Please note Financial fields cannot be left blank or empty. |
Sent Amount | Add the sent amount, If the sent amount is same as the received amount you could add the same value entered in the received amount field |
From party ID | This is the party we are receiving the payment from .Please note that from and to party ID will be filled automatically |
To party ID | This is the party that payment goes to -Please note that from and to party ID will be filled automatically |
If you are processing 'cheques' you could use the 'drawer' field, BSB and Bank fields.
Implications
Please note that you can apply a payment to an invoice, once it has been set to sent status.
Workflow
- Load the student,for who a payment is being received from by going to the side menu Student option, search the student by ID or name.
- In the Side menu click Accounting option then, click on payments.
- Click on 'create new payment' button.
- Fill out the required fields.
- Click on the 'save payment' button.