Student Transactions

 

Use the Filters to quickly select the Learner that you want to transact with.

Click on the Receipt link next to the Learner's name to issue a Receipt for the Learner.

 

Refer to Accounting>Customer>Receipt for more detail.

 

Click on the Invoice link next to the Learner's name to issue a Receipt for the Learner.

 

Refer to Accounting>Customer>Invoice for more detail.

 

Click on the Credit Note link next to the Learner's name to issue a Receipt for the Learner.

 

Refer to Accounting>Customer>Credit Note for more detail.

 

Click on the Statement link next to the Learner's name to issue a Receipt for the Learner.

 

Refer to Accounting>Reports for more detail.

Click on the Account Detail link next to the Learner's name to view the Account Details for the Learner.

 

Refer to Accounting>Reports for more detail.

 

The balance for students can be displayed by selecting the Balance field from the Field Chooser and placing the field on the General Toolbar.

 

 

Balance field Added to the General Toolbar.