Fee Schedules Entry

Explanation:

Schedules are used to create multiple invoices/payments for 1 fee within a student’s enrolment. For example, if you wish to generate monthly, weekly or even quarterly invoices for a student to pay then you would need to setup these different schedule periods to then be linked to fees in an enrolment. If you wish to raise multiple invoices/payments for a student’s enrolment then you will need to Setup the required schedules before doing an enrolment. You will then be able to select a schedule the list that has been setup and set the number of payments to be made.

Step 4: Select the radio button beside the Schedule Type (frequency) for the Schedule you are setting up.

Step 5: Based on the option you selected for the Schedule Type one of three tabs will become enabled: Daily, Weekly and Monthly. Select the relevant tab that has become active and you will need to do the following based on the tab that you have selected:

Daily tab: In the field for Every you must enter the number of days until the program generates the next invoice. For example, if you wanted the program to generate an invoice every 3 days you would enter the number 3 into the blue field.

Weekly tab : In the field for Every you must enter the number of weeks until the next invoice will be charged and then select the day of the week that the invoice is to be charged on. You can only select one day of the week tick box. For example, if you wanted the invoice to be raised every 2nd week on Wednesday you would enter 2 into the Every field and tick the Wednesday tick box.

Monthly tab – in the field for Day you must enter the day of the month you want the invoice to be raised on. For example, if you wish invoices to be raised on the 15th of every month then you need to enter the number 15 in the Day field. In the field for Every you must enter the number of months before the next invoice is raised. For example, if you wish the program to raise invoices on a 6 monthly basis then you would enter the number 6 into the Every field.

Don’t forget to select the SAVE ENTRY icon in the top left hand corner of the screen to SAVE what you have just entered. If you close out of the screen before selecting the Save Entry icon your entry will NOT be saved.

Also, to create a new entry you MUST select the NEW ENTRY icon in the top left hand corner of the screen so the screen can be refreshed and ready for the next entry. If you leave your current information in the screen and type over it you are MODIFYING the entry.