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Overview
The 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 on this section.
Existing Payment Records
For all existing payment records in the system, you have the option to edit, print, and email the details by using the ACTIONS menu.
Create a New Payment Record
The list in the table inside the expand section below demonstrates the key fields that need to be filled for creating an operationally viable payment.
CREATE NEW PAYMENT RECORD FORM FIELDS
Please note that there are optional fields on that screen and you do not have to fill them all, see Recording Payment workflow for the instructions.
Field Name | Brief Description |
|---|
Payment Id | System Generated payment number |
Status | Status of the Payment Cancelled Confirmed Not Paid Received Sent
|
Reference Number | Undergraduate Postgraduate HDR Masters HDR Doctorate
|
Payment Type | Customer Payment Customer Refund Internal Payment
|
Effective Date | Payment date |
Payment Method | Payment Methods accepted by the Institution |
Amount | Add the amount received from the student without a dollar sign. This amount can include any transaction fees. (In this case a $1.50 credit card surcharge) If there are not additional fees then Amount and Sent amount are identical. Please note: Financial fields cannot be left blank. |
From Party Id | The Student or Agent making the Payment |
Sent Amount | Add the amount received from the student without a dollar sign. This amount does not include any transaction fees and is amount to be paid off against any tuition. Please note: Financial fields cannot be left blank. |
To Party Id | If there are multiple Campus within the system payment can be coded here |
Is Net Payment | |
Assoc party Id | The Student or Agent making the Payment |
Drawer (if Cheque) | If paying by Cheque - Name on the Cheque |
BSB (if Cheque) | Bank State Branch (often referred to as "BSB") is the name used in Australia for a bank code, which is a branch identifier. The BSB is normally used in association with the account number system used by each financial institution. |
Bank (if Cheque) | Name of Financial Institution |
Comments | This is a Free text field for any comments. Please note: Any Text written here will appear on the Receipt |
Workflow
How-to Guide(s)
Next Page
Accounting Invoices