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Enrolment Finance
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Enrolment Finance
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Enrolment -
Finance
Individual lines can be edited. If values are changed the line is shown in red. If course dates have been changed without being "refinanced" the
dates are shown in red. Note: Accounts codes cannot be changed. Discounts and Commissions can be updated - percentage or
values. A promotion finance line will
additionally have the Promotion Name displayed (in yellow) All financial
transactions are retained to provide accurate statistics and audit trail.
Receipt
Value Memorandum only (does not post to Can be shown
on the invoice/proforma, also in Quick reports. Show Invoices for Agent/Student Select accordingly. Shows finance lines for Agents and Student
elements separately. Only if title is in red are the values present. The below
only includes enrolment details for this enrolment. Additionally, detailed
receipt allocations can be shown if required, and the
school address is given (click on Agent Account within Enrolment Invoice >
Statement): 
Only live transactions are normally displayed but the status can be changed
to show other transactions.
Invoice Comments
Invoice comments may be added
(shown on the invoice)
Finance Comment
If prices are updated,
it is recommended that a finance comment is added (NOT shown on invoice)
Direct
Student Statement
All enrolments can be printed where there is
direct billing.
The format of the statement will be
dependent on whether the Class Ledger is in use).
Statements will include all
enrolments for the student.
Copyright 2013
Infospeed Limited