Create an Invoice with Gross Payment (Student)

Overview

If you are using a Course Fee Plan with Agents and Commissions added to your students' Course Enrolment records, Paradigm allows you to create an enrolment invoice with gross payment from students in the Course Enrolment record.

NOTE:

This workflow will only include the Invoice Enrolment Item totalling the paid Course Fee amount from the student

Prerequisite Records

The workflow below assumes that the prerequisite records have already been satisfied. Refer to the list of prerequisite records here.

Workflow

1. Load the student record, see Search a Student record

2. Navigate to the Accounting > Invoices menus on the side and CREATE NEW ENROLMENT INVOICE

3. Check the INVOICE Header section and click the SAVE INVOICE button. In the ITEMS section click the ADD INVOICE ITEM button and select the Course Fee Items that you want to include in the invoice.

4. After selecting the items, click the ADD SELECTED AS ITEMS button

selecting items to include in the invoice

5. You will now see the INVOICE ITEMS that are added, click the EDIT INVOICE button and click the STATUS TO SENT.

Pay Off the Invoice

1. After setting the status of the invoice to SENT, you can now pay off the invoice by navigating to the Accounting > Invoices menus again, clicking the ACTIONS button against the invoice that you want to pay and selecting the Pay Invoice option.

2. In the APPLY NEW PAYMENT section, set the full amount paid by the student in the Sent Amount field, and click the SAVE PAYMENT button.

saving the payment amount

3. In the POSSIBLE PAYMENTS TO APPLY section above, click the APPLY AMOUNT TO ITEMS button. NOTE that the amount to apply is equivalent to the Course Fee amount selected.

applying the amount to items

SUCCESS:

The payment has now been applied to the Course Fee Items successfully, to check the Invoice Details, navigate to the Accounting > Invoices screen.

Video Tutorial