Record a Payment to a Unit Enrolment for an UPFRONT Paying Student

This page will provide you with instructions on how to record a full payment upfront to a Unit Enrolment

Overview

A Unit Enrolment full tuition amount can be paid for by the Student in full upfront.

Workflow

1. Load the Student's Unit Enrolment record where you want to record a full payment upfront, see Edit a Unit Enrolment record.

2. With the Unit Enrolment record loaded, go to the FINANCIAL INFORMATION section and update the following fields:

   • Funding Type - set this to UPFRONT FEES

   • Upfront Payment - This will be set to the full amount from the Unit Fee field

   • Amount Received - Enter the amount you received from the Student upfront

   • Payment Date - Set the payment date when you received the payment.

Record a Payment to a Unit Enrolment for an UPFRONT Paying Student

3. In the TCSI INFORMATION section, update the following field:

   • Student Status Code (E490) - make sure that it's set to reflect an UPFRONT payment, e.g. 302

checking the E490 Student Status Code field to match as an UPFRONT payment student

4. Click the SAVE UNIT ENROLMENT button to apply the changes.