Overview
Objective
The article teaches how to search for student invoice /payment lists and sort columns on the accounting summary page
Completing this article will provide competency in the following tasks:
- Navigation of the Accounting tab menu
- Search for a student's invoice and payment list
Assumptions
- The 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
Please note that the course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing
Scholarships - Amount paid by the provider
Funding - Amount paid by the Government
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 screen.
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
- Click the Accounting tab within the side menu
- Select the Search option within the side menu
- Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
- Click on the Search Student Button
- This will return a list of students that meet the searched criteria
- To reduce the returned options in the search box above the returned results start typing the students First / given name. This will reduce the number of results.
- Click on the blue hyperlink on the left side of the required record.
Further reading
How to apply a payment to an Invoice