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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 in 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 clicking the ACTIONS menu.
Create a New Payment Record
How to Create a New Payment Record / Table with all the Form Fields and Brief Descriptions
How to Create a New Payment Record
1. Refer to the instructions on this workflow: Recording Payment
2. On the form field section to enter the details of the payment, refer to the table below for a brief description of each field.
NOTE:
Some of the fields found on the new payment form are optional, you do not have to fill them all. Refer to your business or institution's requirements as your guide in filling out the form.
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