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Overview


Objective

The article teaches how to sort columns on the Accounting summary page , print an invoice for a student and create an enrolment invoice for a student

Completing this article will provide competency in the following tasks:

  • Navigation of the Accounting tab menu
  • Sort columns on the Accounting summary page

Assumptions

  • The Student has already been accepted into a Course and has been enrolled into units
  • The Student has invoices created against their record
  • The user has basic 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.

Please make sure to set the invoice to process status to assign the units when creating enrolment invoices
You will be able to sort course enrolment, current unit enrolment, student invoice list and student payment list columns.


Workflow

How to sort columns on the Accounting summary page

  1. Click on the 'Accounting' tab on the side menu
  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 click on the 'Search Student' button.
  4. This will return you a list of students matching your search criteria. 
  5. Load the student's Accounting summary
  6. If you would like to sort a column by Date of Birth, click on the arrow next to the Date of Birth column heading and sort the column. 

How to print an invoice for a student

  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
  5. Scroll down the screen to the 'Student Invoice list'
  6. Select the invoice and click on the 'Actions' button -->Print invoice


How to create an enrolment invoice in Paradigm

  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. Click on the side menu option 'Accounting'→ 'Invoices'. This loads the invoice screen where you can create an invoice.
  5. Fill out the required data and click on the 'Save Invoice' button to save your changes.
  6. Scroll down the screen and click on the 'Add invoice items ' button
  7. Select tick boxes for the required units/items that you want to appear on the invoice and click on the 'Add Selected as Items'

 

Further reading

Accounting-Search


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