Workflows

This page contains all related workflows when doing invoicing and receipting in Paradigm

Unit Enrolment Financial Information Section

The following workflows are related to the Financial Information details of each Unit Enrolment record in the system. Select how you want to proceed:

• Per Unit Enrolment Record

• Select Action to Perform on Selected Unit Enrolments

Accounting Module

The following workflows are applicable if you are using the Accounting Module:

• Raising Enrolment Invoice

• Raising General Sales Invoice

• Raising Enrolment Invoices in Bulk

• Recording Payment

• Paying Off Invoice

• Invoice Adjustments

• Issuing Credit Notes

• Recording Customer Returns

• Cancelling an Invoice

To learn more about the menus and all the sections in the Accounting module, start with the following:

• Summary

• Payments

• Invoices

• Scholarship

Other Accounting Menus:

• Search and Reconcile Payments

• Add and Edit Products

Agents and Commissions

Refer to the following workflows if agents and commissions apply to you:

• Add Agents on Course Enrolment Record

• Create an Invoice with Net Payment (Agent)

• Create an Invoice with Gross Payment (Student)

• Quick Payment Receipt Net Payment (From Agent)

• Quick Payment Receipt Gross Payment (From Student)

• Pay Agent Commissions Simple

• Pay Agent Commissions Complex

• Record an Agent Payment directly on the Unit Enrolment Record

Paradigm Feature

• Create Requests for Finance

Invoicing and Receipting Related Support Pages

Record Types

Do you want to know the fields related to invoicing and receipting in Paradigm? Proceed to the Record Types section.

FAQs

Do you have questions related to invoicing and receipting? Check the FAQs section where we have collated some of the commonly asked questions on invoicing and receipting.

Troubleshooting

Do you encounter error messages or issues while trying to do invoicing and receipting? Proceed to the Troubleshooting section.