The Student’s Card – Payments

May 23, 2018 Karol Wojtyła

The student’s card Payment Tab is divided into three sections:

  1. Where payments and invoices etc., are created. You can find full details about that here.
  2. Details of the students finances relating to the group. We look at this in detail below.
  3. Lists of transactions made via 1 above appear here.

students card payments

Transaction Section:

Payments can be added and invoices created for individual students on their card. There is a full explanation on adding payments etc., in the Finance Module here.

Payment Section:

We will now look at this is more detail:

payments section

  1. Taken from the group card.
  2. The cost of the course is displayed here if the payment type in 6 is “For all classes”. There are 3 payment types possible: “For all classes”, “Hourly” and “Hourly in advance” If the payment type is changed to an hourly one the cost of the course is not displayed.
  3. There are possible statuses (depending on your system settings) “Enrolled”, “Reservation” and “Awaiting”. These are controlled by the Students Tab on the group card.
  4. The Settings button controls payments schemes, discounts etc., We will look at that in more detail below.
  5. The dates that the student is enrolled in the group. There will only be a “To” date if the
  6. The way in which the student will pay for lessons. This is filled by default from the Settlement Type that is chosen when creating the group

part of group card

Payment Details

If we click “See details” in the Payment section we can then start to apply discounts, payment schemes etc.,

See Payment Details

Here is the expanded Payments section:

expanded payments section

Adding a Payment Scheme to a course:

  1. We can add a payment scheme for the cost of the course. How to create payment schemes are explained in the Finance Module here.
    1. Click Add payment scheme
    2. Select the payment scheme you want from the drop-down list.select payment scheme
  2. This payment scheme will then be applied to the cost of the course:
    1. You can edit the installments.
    2. Add an installment(s).
    3. Delete an installment.
    4. When finished click Save.payment scheme added

Adding a Discount to a Course:

  1. We can add a discount to the cost of the course. How to create discounts are explained in the Finance Module  here.
    1. Click Add discount.
    2. Select the discount you want from the drop-down list.add a discount
  2. You will be asked a number of questions; select Yes.discount for the coursediscount for all lessons
  3. This discount will the be applied to the cost of the course.
    1. The name of the discount and percentage.
    2. The new amounts due.

course discount

If you remove a discount, the original amount is not restored. 

Generate Installments:

This button allows you to create a one-off installment plan just for this student. You can find out how to here.


Related Tutorials: