entering_a_payment
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entering_a_payment [2007/10/30 09:36] 24.233.129.58 |
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. For an explaination of the totals at the bottom, see [[Look Up Student Information]]. | + | 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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| == Receipt Number == | == 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. | 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. | ||
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| + | == 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 == | == Save == | ||
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| === Loan Payments === | === Loan Payments === | ||
| - | If the studio uses third party financing on enrollments, there are additional unit payment options. If a student has had any loan enrollments entered (see [[Entering an Enrollment]]), three new columns will show on the payments table. | + | If your studio uses third party loans, you should read the section on [[Loan Payments]]. |
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| - | == Student Paid Date Column == | + | |
| - | This is the date that the student gave the studio money. The "Paid Date" column, on the other hand, designates when the studio got the money from the loan company. The paid date is used for calculations of how many units the student has paid for, and is used in all franchise report calculations. The "Student Paid Date" is only used to determine when "Payment Due" notices appear on the [[lesson sheet]] and [[lesson slip]]. | + | |
| - | + | ||
| - | == Loan Fees == | + | |
| - | The loan fees column displays the dollar amount of the loan fees portion of the payment. This amount added to the "Amount" column and any taxes comprises the "Total" value. In the case of a loan, the "Amount" column represents the amount of the payment that is going directly to paying off the cost of the enrollment. | + | |
| - | + | ||
| - | == Total == | + | |
| - | This is the total amount of the payment, including all taxes and fees. This is the exact amount that the student should pay, and is the default on the Post Unit Payment form. | + | |
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| - | When | + | |
| === Print a Receipt === | === Print a Receipt === | ||
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| 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. | 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.1193751418.txt.gz · Last modified: 2018/11/01 13:34 (external edit)
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