Managing new and exited students in Billing

Managing new and exited students in Billing

Managing a new student

When a student joins the school part way through the year there will be a few things to consider in order for them to pay for fees. 

1) Create a debtor account for the person/people responsible for paying their fees.

     

2) Add the student to the relevant Billing Schedule(s) via the ‘Enrolments’ tab.

     

 
3) Once the student has been added to the schedule(s) you will need to re-post the schedule(s). This will only be posted for newly added enrolled students to the billing schedule. 

     


Managing an exited student

When a student is exiting the school you may wish to consider if they have any outstanding unpaid invoices against their account. To keep your records tidy, it is good practice to navigate to the dashboard tab within Billing Management. Within the advance filter, search the family name and filter for ‘Unpaid Fees’. 

     

If the debtor has outstanding invoices, simply apply a credit note for each invoice to cancel any/all outstanding charges. 

     

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