Overview
The Accounting > Summary menu in Paradigm will give show you all the student financial details from course enrolment(s) to all unit enrolments, a list of all invoices created, and all payments made. The screenshot below will give you an overview on how our Accounting Summary would look like – structured into different sections (see below for more details on what you can view / do on each section).
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The following will give you the details of each section .
Expand the section below each Summary section image to give you more details – what you can view and do, and all the possible options you can see under each ACTIONS menu found in some of the sections:
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STUDENT DETAILSThis section will show some student details, structured similarly |
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to the student summary screen but only showing the relevant details for accounting purposes and with menus under the ACTIONS button which focuses on the student financial record. |
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The following are some of the menus you can see when the ACTIONS button is selected:
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COURSE ENROLMENTSThis section will give you all the student’s course enrolment(s) detailing the fees, scholarships, funding, amount paid, and owed. This is also where you can create a new invoice. |
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CURRENT UNIT ENROLMENTSAll unit enrolments of the student will appear here with the corresponding unit fee, scholarship, funding, upfront, paid amount, and the amount owing. You also have the option to directly edit each unit enrolment by clicking on the EDIT (pencil icon) button. |
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STUDENT INVOICE LISTAll invoiced items are shown here in different types with statuses (In-Process, Cancelled, Sent, Paid). Each invoice record has also an ACTIONS button with an option to view, edit, pay, print, and email the invoice. |
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STUDENT PAYMENTS LISTPayments made by the customer (Student, Agent, etc.) are all listed here. You can edit, print, or email each recorded payment |
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detail/ |
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receipt. A button that clicks to ADD NEW PAYMENT is |
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available in this section. |
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Accounting Payments