Edit Unit Enrolments Financial Information - All at Once
This workflow Edit Unit Enrolment Financial Information: Unit Fee, Upfront Payment, Amount Paid, Funding Amount, HEIMS Loan Fee, and Subsidy Amount in one go.
Workflow
Load the Student record, see Search a Student record.
Once the Student Summary page is loaded, choose the Student > Course Enrolment > Units Edit menus on the side.
In the UNITS ENROLLED BY STUDENT section, edit the financial columns of the Unit Enrolments that you want to update. The following information can be edited:
Column Name
Brief Description
Unit Fee
Upfront Payment
Amount Paid
The amount owed and being paid by the student
Funding Amount
HEIMS Loan Fee
Always check the government website for the current loan rate.
Subsidy Amount
The amount of the scholarship/subsidy that is funded on behalf of the student to the provider.
Click the SAVE ENROLMENTS button.
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