entering_a_payment
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entering_a_payment [2007/10/30 09:06] 24.233.129.58 created |
entering_a_payment [2018/11/01 13:34] (current) |
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| === Viewing Payments === | === Viewing Payments === | ||
| - | To record a payment, [[Viewing Student Finances|go to the student's financial page]]. You will see a table showing all of that student's enrollments and payments, sorted by date. Enrollments are colored black. Miscellaneous payments are light blue, loan payments (if [[Change Options|enabled]]) are orange, and normal payments are white. If a payment is overdue, it is colored pink no matter what type it is. | + | To record a payment, [[Viewing Student Finances|go to the student's financial page]]. You will see a table showing all of that student's enrollments and payments, sorted by date. Enrollments are colored black. Miscellaneous payments are light blue, loan payments (if [[Changing Options|enabled]]) are orange, and normal payments are white. If a payment is overdue, it is colored pink no matter what type it is. For an explaination of the totals at the bottom, see [[Look Up Student Information]]. |
| === Post a Unit Payment === | === Post a Unit Payment === | ||
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| == Form of Payment == | == Form of Payment == | ||
| - | An optional field to record how the student paid. This is only for record keeping. | + | Enter the check number, type of credit card, or any other description of the payment. This entry is optional, but is printed on the receipt and may help in future tracking of the payment. |
| == Receipt Number == | == Receipt Number == | ||
| - | An optional field to record the number of the receipt the student was given. This is only for record keeping. | + | Enter the receipt number of the payment, as shown on the receipt log book. This is printed on the program-printed receipt and is included in the weekly royalty report. |
| == Save == | == Save == | ||
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| If you want to schedule a miscellaneous payment for a future date, change the Due Date, and delete the payment date so that the payment will not be marked as paid. When they payment is almost due or overdue, the system will then put a message on the [[lesson sheet]], in the student's new lesson options, and on the student's [[lesson slip]] warning that a payment is due. The payment can then be marked as paid using the same method as above. | If you want to schedule a miscellaneous payment for a future date, change the Due Date, and delete the payment date so that the payment will not be marked as paid. When they payment is almost due or overdue, the system will then put a message on the [[lesson sheet]], in the student's new lesson options, and on the student's [[lesson slip]] warning that a payment is due. The payment can then be marked as paid using the same method as above. | ||
| - | Payment Date: This is the date the payment was actually paid by the student. If a payment is due, but not yet paid, this box should be empty. | + | == Payment Date == |
| + | This is the date the payment was actually paid by the student. It defaults to the current date and time. If a payment is due, but not yet paid, this box should be cleared and left empty. | ||
| - | Amount: Enter the amount of the payment in dollars and cents . | + | == Amount == |
| + | Enter the amount of the payment in dollars and cents. | ||
| + | |||
| + | == For == | ||
| + | Enter a description of what this payment is for. This can be used to search and report on payments, so be sure to describe payments for a particular event in the exact same way for all related payments from all students. | ||
| + | |||
| + | == Form of Payment == | ||
| + | Enter the check number, type of credit card, or any other description of the payment. This entry is optional, but is printed on the receipt and may help in future tracking of the payment. | ||
| + | |||
| + | == Receipt Number == | ||
| + | Enter the receipt number of the payment, as shown on the receipt log book. This is printed on the program-printed receipt and is included in the weekly royalty report. | ||
| + | |||
| + | == Sundry == | ||
| + | Checking the Sundry checkbox will cause this payment to be listed in the Sundry column on the Royalty Report. Sundry income is not subject to royalty fees. | ||
| + | |||
| + | == Save == | ||
| + | When all entries have been completed and double-checked, press the Save button to add the payment. | ||
| - | For: Enter a description of what this payment is for. This can be used to search and report on payments, so be sure to describe payments for a particular event in the exact same way for all related payments from all students. | + | === Underpaying and Overpaying === |
| + | If a student pays more or less than the amount of the payment that is due, the other payments must be adjusted to compensate. | ||
| - | Form of Payment: Enter the check number, type of credit card, or any other description of the payment. This entry is optional, but is printed on the receipt and may help in future tracking of the payment. | + | == Underpaying == |
| + | If a student pays less than the amount due, a new payment will be added for the the amount of the payment the student did not pay. The due date of this new payment is the same as the due date for the original payment. | ||
| - | Receipt Number: Enter the receipt number of the payment, as shown on the receipt log book. This is printed on the program-printed receipt and is included in the weekly royalty report. | + | == Overpaying == |
| + | If a student pays more than the amount due, the overpay amount is subtracted from future payments, starting with the one farthest in the future. If the overpay amount is enough to pay off that entire payment, the remainder is then applied to the next farthest payment, and so on. | ||
| - | When all entries have been completed and double-checked, press the Save button for this form. | + | === Loan Payments === |
| + | If your studio uses third party loans, you should read the section on [[Loan Payments]]. | ||
| - | When a payment, unit or miscellaneous, is entered as paid, it will be marked as such in the payment list at the top of this page and a printer icon will appear to the left side of the payment. If you have a Dymo printer, you can print a student payment receipt by clicking on the printer icon beside the payment. | + | === Print a Receipt === |
| - | The list at the top of the page lists every enrollment and payment, with totals at the bottom. These totals are further described in “look up student information”. | + | When a payment, unit or miscellaneous, is entered as paid, it will be marked as such in the payment list at the top of this page and a printer icon will appear to the left side of the payment. If you have a [[Dymo printer]], you can print a student payment receipt by clicking on the printer icon beside the payment. |
| + | ==== ==== | ||
| + | [[Table of Contents]] | ||
entering_a_payment.1193749590.txt.gz · Last modified: 2018/11/01 13:34 (external edit)
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