Student Financial Records

ADMINISTRATION -> Students -> Student -> Student Financial Records

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This screen shows all the financial information of a student. The screen has 3 pages: Transactions, Discounts and Payment Plans.

Transactions

This page lists all the financial transactions of the student as well as the student balance on top. You can filter transactions by type (charge, payment, credit, refund) and term from the upper left of the screen or click on the lower right to filter by dates.

Click the Print link on the right end of a row to to print a transaction receipt.

Click on the lower right to add a new charge, payment, credit or refund via the Edit Transaction screen.

Click on a row to edit that transaction via the Edit Transaction screen.

Discounts

Use this page to record any personal discounts that apply to that student. The student discount will be the cumulated value of all active discounts (the active status being determined by the Start and End dates of the discount.) This discount will only be applied to Fees for which Discounted is set to Yes (see the Edit Fee help topic)

Click on the lower right to add a new discount via the Edit Discount screen.

Click on a row to edit that record via the Edit Discount screen.

Note: to create Discount Rules that automatically apply to students meeting certain criteria use the Discount Rules screen under Billing... in SETUP. Discount rates are cumulative.

Payment Plans

This page shows all the payment plans of the student.

Click on a row to view the details of that plan via the Payment Plan screen
Click on the lower right to create a new Payment Plan for this student via the Create Payment Plan screen