Overview
The Accounting > Summary menu in Paradigm will 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).
The following will give you the details of each section – what you can view and do, and all the possible options you can see under each ACTIONS menu found in some of the sections:
STUDENT DETAILS
This section will show some student details, structured similarly as 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.
The following are some of the menus you can see when the ACTIONS button is selected:
Print Pro Forma Invoice
Email Statement of Fees
Print Statement of Account
COURSE ENROLMENTS
This 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.
All Course Enrolments can be viewed
Create New invoice button, see Raising Enrolment Invoice Workflow
The Select Course option
CURRENT UNIT ENROLMENTS
All 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.
The 10 most recent Unit Enrolments
Including Funding Types, payment types and amounts outstanding
Invoice Id (for those unit enrolments which are already invoiced)
Edit Unit enrolment (this leads to the full unit enrolment page)
BE ADVISED
On the Unit enrolment page, students have three ways to discharge each unit fee.
The sum of Funding Amount + Upfront Amount + Scholarship Amount = TUITION FEE
Invoice Types | Description |
|---|---|
Tuition Item Invoice | Tuition Items are Units of Study or Full Courses. |
General Invoice / Non-tuition Item Invoice | Some examples of General Invoices or non tuition items: Transcripts, Replacement AHEGS, Replacement Parchments, Text Books, Course materials, Student Id Card, Enrolment Fee, Application Fee, Administration Fee, Re-assessment Fee, Late Payment Fee, Accommodation, Overseas Health Cover, Airport transfer, see ADD EDIT PRODUCTS. Only Non-Tuition items are to be added to these Invoices and should not be combined with Tuition invoices. |
STUDENT INVOICE LIST
All 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.
The 10 most recent invoices for the student
ACTIONS button option [View Invoices, Edit invoices, Pay Invoices, Print Invoices, Email With Communication Event, Email Invoice]
STUDENT PAYMENTS LIST
Payments made by the customer (Student, Agent, etc.) are all listed here. You can edit, print, or email each recorded payment details/receipts. An option to ADD NEW PAYMENT is also possible on this section.
Add New Payments
ACTIONS menu [Edit, Print, Email Receipts with Communication Event, Email Receipts]
Accounting Payments