Overview
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The article teaches how to sort columns on the Accounting summary page , print an invoice for a student and create an enrolment invoice for a student
Completing this article will provide competency in the following tasks:
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| Please note that the course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing. |
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Please make sure to set the invoice to process status to assign the units when creating enrolment invoices |
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| You will be able to sort course enrolment, current unit enrolment, student invoice list and student payment list columns. |
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- Click on the 'Accounting' tab on the side menu
- Click on the 'Search' on the side menu
- In the edit box labelled Family Names' enter the name provided by the student and then click on the 'Search Student' button.
- This will return you a list of students matching your search criteria.
- Load the student's Accounting summary
- 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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- Click on the 'Accounting' tab
- Click on the 'Search' on the side menu
- 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.
- Load the student to find the Invoice and Accounting details
- Scroll down the screen to the 'Student Invoice list'
- Select the invoice and click on the 'Actions' button -->Print invoice
How to create an enrolment invoice in Paradigm
- Click on the 'Accounting' tab
- Click on the 'Search' on the side menu
- 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.
- Click on the side menu option 'Accounting'→ 'Invoices'. This loads the invoice screen where you can create an invoice.new invoice'
icon under course enrolments to create a new enrolment invoice . - Fill out the required data and click on the 'Save Invoice' button to save your changes.
- Scroll down the screen and click on the 'Add invoice items ' button
- Select tick boxes for the required units/items that you want to appear on the invoice and click on the 'Add Selected as Items'
Further reading
Accounting-Search
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