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Overview


Objective

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

Completing this article will provide competency in the following tasks:

  • Navigation of the Accounting tab menu
  • Sort columns on the Accounting summary page
  • Cancel an Invoice
  • Print an invoice
  • Create an enrolment invoice

Assumptions

  • The Student has already been accepted into a Course and has been enrolled into units
  • The Student has invoices created against their record
  • The user has basic understanding of the Accounting concepts

Key terms and concepts

Please note that the course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing.

Please make sure to set the invoice to process status to assign the units when creating enrolment invoices
You will be able to sort course enrolment, current unit enrolment, student invoice list and student payment list columns.

I

If something goes wrong with an invoice you could cancel it and raise a new one. Please note that if you report your invoices to a downstream Accounting package - MYOB or XERO 

, you could track them there and then you will be able to cancel and raise a new invoice. But if you are doing an aggregate reporting back in to MYOB or XERO do not cancel the invoice. Instead change the invoice to a draft status and fix the issue.

When you cancel an invoice it will still stay in Paradigm as a record, but it will break the connection back to the Unit Enrolment.

Please note that it is a good idea to have less cancel invoices.


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


How to create an enrolment invoice in Paradigm

  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. Click on the 'new invoice' icon under course enrolments to create a new enrolment invoice . 
  5. Fill out the required data and click on the 'Save Invoice' button to save your changes.
  6. Scroll down the screen and click on the 'Add invoice items ' button
  7. Select tick boxes for the required units/items that you want to appear on the invoice and click on the 'Add Selected as Items'

How to cancel an invoice

  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's accounting summary
  5. Scroll down the screen to the 'Student Invoice list'
  6. Select the invoice and click on the 'Actions' button →'Edit invoice'
  7. Change the invoice to 'in process' status and click on the blue button labelled 'Save invoice'
  8. Scroll down to the Items and click on the blue button labelled  'Add Invoice Item'
  9. Delete the item associated with the invoice unit by clicking on the 'delete' icon
  10. Once you delete the line items change the status to 'cancelled'
  11. Load the unit enrolment and ensure that each of the following fields are set to the value "0.00"


  • Unit fee
  • Amount received
  • Upfront payment
  • Funding amount
  • Subsidy amount

  • 12. Once you make the required changes click on the 'save unit enrolment'

 Further reading

Accounting-Search


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