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

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

Further reading

How to apply a payment to an Invoice

Create an Invoice in Paradigm