Student Bill

The screenshot below is an example of a student’s bill. Below the screenshot is an explanation of the elements shown on the bill. Address – The student’s current permanent address. Billing Date – Date and time the bill was generated. Term – Term associated with the bill. Student/Registration Fee – […]

Issue Refund

Introduction Recording refunds that have been issued to a student is only available through the purchase of the financial module. The Issue Refund screen allows you to record student refunds that will show up on the student’s bill and account history. Issuing a refund only makes sense if the student has a […]

Record Payment

Introduction Recording payments is only available through the purchase of the financial module. The Add Payment screen allows you to record student payments that will show up on the student’s bill and account history. Background Process When payment’s are recorded, the payment is added to the payment database table. Record Payment Below […]

Create Bill

Introduction The core installation has everything that most schools need. Some of these schools keep track of their financials apart from the student information system. However, if you need to track financials and generate student bills, you will need the financial module. Once installed, bill generation happens one of two ways. […]

Billing Table

In order to generate a bill with fees or add fees to an existing bill, you need to build your billing table with standard fees which can be charged to students. You can add fees such as Student Activities Fee, Late Fees, Registration Fee, and so forth (see screenshot below). If […]

Communication Management

With communication management, you can create default templates to use for sending out bulk email blasts using a saved query. Email Key: Give you new email template a unique key name (i.e. faculty_email_list) Email Name: Give your new email template a descriptive name which will show in a drop down […]