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Overview

Table of Contents

Objective

The article teaches how Upon Completion of this KB the user will be able to search for student invoice /payment lists and sort columns on the accounting summary pageCompleting this article will provide competency in the following tasks:a student record within the Account tab, this page will also display 

  • Navigation of the Accounting tab menu
  • Search for a student's invoice and payment list

Assumptions

  • The

    • user

  • User has

    • access to Paradigm
  • A base understanding of the terms used in the Australian tertiary education industry
  • A base understanding of the Accounting concepts

Key terms and concepts

...

  • the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications.

  • The User has a basic understanding of Accounting principles. (Payments, Invoices, Offset of payments, Line items)

  • The User has an understanding of Fee-Help / HECS-HELP

  • The User has an understanding of the Australian Tertiary Education System / VET Sector.

Key terms and concepts

Within the Summary section of this page from the Action menu the user can:

  • Print Results Summary
  • Print CAN
  • Email CAN
  • Print Invoice
  • Email Statement of Fees
  • Print Statement of Account
  • Create New General Invoice

Within the Course Enrolment Section:

  • All Course Enrolments  can be viewed
  • Create New invoice button Image Added
  • The select Course option  Image Added

Within the Current Unit Enrolments section:

  • The 10 most recent Unit enrolments
  • Including Funding Types, payment types and amounts outstanding
  • Invoice Id
  • Edit  Unit enrolment Image Added( this leads to the full unit enrolment page)

Within the Student Invoice List Section

  • The 10 most recent invoices for the Student
  • Action button option
  • View Invoices
  • Edit invoices
  • Pay Invoices
  • Print Invoices
  • Email With Communication Event
  • Email Invoice

Within the Student payment List Section

  • Add New Payments
  • Edit Payments
  • Print Payment Receipts
  • Email (Receipts) with Communication Event
  • Email (Receipts)




Implications

Please note: Course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing

Scholarships - Amount paid by the provider

...

Upfront-  Amount paid by the student

Implications


Please note that once a unit has been invoiced you will be able to see an invoice ID on the current unit enrollment enrolment screen.Image Removed

If you have entered the wrong unit enrolment data,you need to cancel the invoice or set the invoice to a draft status to edit the unit enrolment data

Workflow

How to Search For a Student

  1. Click on the Accounting tab within the side menuSelect the Search option within 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 criteria
  6. To reduce the returned options in the search boxthis box Image Added above the returned results start typing the students First / given name. This will reduce the number of results. 
  7. Click on the blue hyperlink hyper link on the left side of the required record.
  8. The student's record has now been loaded.




Further reading

How to apply a payment to an Invoice

Create an Invoice in Paradigm