The Accounting > Payments section shows the list of all the payments sent by the customer (student, agent, etc.) and received successfully by your institution. You also have the option to CREATE NEW PAYMENT on in this section.
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For all existing payment records in the system, you have the option to edit, print, and email the details by using clicking the ACTIONS menu.
The list in the table inside the expand section below demonstrates the key fields that need to be filled for creating an operationally viable payment.
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title | CREATE NEW PAYMENT RECORD FORM FIELDS |
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Please note that there are optional fields on that screen and Expand |
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title | How to Create a New Payment Record / Table with all the Form Fields and Brief Descriptions |
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1. Refer to the instructions on this workflow: Recording Payment 2. On the form field section to enter the details of the payment, refer to the table below for a brief description of each field. NOTE: Some of the fields found on the new payment form are optional, you do not have to fill them all , see Recording Paymentworkflow for the instructions. Refer to your business or institution's requirements as your guide in filling out the form. Field Name | Brief Description |
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Payment Id | System Generated payment number | Status | Status of the Payment Cancelled Confirmed Not Paid Received Sent
| Reference Number | Undergraduate Postgraduate HDR Masters HDR Doctorate
| Payment Type | Customer Payment Customer Refund Internal Payment
| Effective Date | Payment date | Payment Method | Payment Methods accepted by the Institution | Amount | Add the amount received from the student without a dollar sign. This amount can include any transaction fees. (In this case a $1.50 credit card surcharge) If there are not additional fees then Amount and Sent amount are identical. Please note: Financial fields cannot be left blank. | From Party Id | The Student or Agent making the Payment | Sent Amount | Add the amount received from the student without a dollar sign. This amount does not include any transaction fees and is amount to be paid off against any tuition. Please note: Financial fields cannot be left blank. | To Party Id | If there are multiple Campus within the system payment can be coded here | Is Net Payment | | Assoc party Id | The Student or Agent making the Payment | Drawer (if Cheque) | If paying by Cheque - Name on the Cheque | BSB (if Cheque) | Bank State Branch (often referred to as "BSB") is the name used in Australia for a bank code, which is a branch identifier. The BSB is normally used in association with the account number system used by each financial institution. | Bank (if Cheque) | Name of Financial Institution | Comments | This is a Free text field for any comments. Please note: Any Text written here will appear on the Receipt |
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title | Importing Payments from an External System via the Import Wizard |
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A list of specific information is required as a minimum in order to import payments in bulk: Id Number (Student Number is preferred) Transaction / Payment date Transaction / Payment amount A unique reference for each Transaction / Payment
Additional information may be helpful/appropriate. Once this information is available the transactions/payments can be imported via the Import Wizard within the System. An overview of how our Import Wizard works can be found in this article: System > Import Wizard For more information or how to set up the import profile please contact our Support Team. |
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showLabels | false |
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max | 5 |
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showSpace | false |
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cql | label = "acc_payment" |
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showLabels | false |
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max | 5 |
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showSpace | false |
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cql | label = "howto_payments" |
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