Versions Compared

Key

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

Overview

Table of Contents

...

The article teaches how to sort columns on the Accounting summary page and print an invoice for a student

Completing this article will provide competency in the following tasks:

...

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

Workflow

How to sort columns on the Accounting summary page

  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
  4. Then click on the 'Search Student' button.
  5. This will return you a list of students matching your search criteria. 
  6. Load the student's Accounting summary
  7. 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

How to print an invoice for a student

  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

Further reading

Accounting-Search

...