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Overview
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 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 in this section.
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Existing Payment Records
For all existing payment records in the system, you have the option to edit, print, and email the details by clicking the ACTIONS menu.
Create a New Payment Record
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How to Create a New Payment Record1. 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. Refer to your business or institution's requirements as your guide in filling out the form.
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Field Name
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Brief Description
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Implications
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Be advisedIt is important that any users have a high level of understanding of the system before accessing and using the Accounting section of the system. In Particular:
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A list of specific information is required as a minimum in order to import payments in bulk:
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. |
Workflow
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How-to Guide(s)
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Accounting Invoices