Agents | OSHC Finances

Prerequisite Records

The following are required to be in the system before you can refer to the workflows below on how the agents and commissions work in Paradigm:

Time Period

• INVOICING Configuration Time Period set to the required invoicing period, see Edit Configuration Period

Agents and Commissions

• Agent Provider Records are already added, see Add New Agent Records

• Commission Rules have been added and each Agent Provider record has already been associated with the rules that apply to them, see Agent Commission Rules

• The Course Enrolment record must already have the Agents and their applicable commission, see Add Agents on Course Enrolment Record

• The student has already the necessary Fee Plans added to their Course Enrolment record, see Create a Course Fee Plan

• Additional Course Fees on top of the total Course Fee Amount in the Course Fee Plan are added (if applicable), see Add Additional Fees to a Course Fee Plan

OSHC Payments

• OSHC Provider Records are already added, see Add New OSHC Provider Records

Agents and Commissions

• 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

OSHC Payment Invoicing

• Create an OSHC Invoice