Workflows

Overview

The basic accounting functions that you can perform in Paradigm’s Accounting module are to raise an invoice, record the payments made by the student or an agent, and pay off the invoice. This section provides you with an overview of the flow of these basic accounting processes, all other accounting workflows (as required/optional), and other complexities as they arise.

Accounting Module Workflows

Beginning with the Raising Invoices Workflows below, and depending on whether you need a singular or bulk processing function, choose the workflow that applies to the invoice type that you need to generate (Enrolment or General Sales), and the method (Single or Bulk Enrolment Invoice) that you wish to use when raising the invoice(s):

• 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

• Re-Issue a Cancelled Enrolment Invoice