How to Add a New Enrolment Fee for a Student via the Trainer Portal
Overview
In the Trainer Portal of the SMS, adding a new enrolment fee for a student is an essential task to ensure that financial records are accurately maintained and aligned with the student’s enrolment details. This functionality enables trainers to efficiently apply any new fees associated with a student’s course or program. Enrolment fees are typically linked to specific training sessions, resources, or administrative costs, and tracking them ensures both the student and the institution maintain a clear financial understanding.
The process allows trainers to specify the type of fee and the amount, ensuring that the student is billed correctly. Trainers can also customise the fee structure based on the course or specific enrolment needs, making the system adaptable to various training programs. The SMS facilitates real-time updates to ensure the student’s fee balance is always current, and any changes are reflected in their financial record. This functionality helps trainers maintain a streamlined and organised approach to managing student fees within the portal.
Step Tutorial
1. From the Dashboard, go to Students, select a student from the dropdown, then go to Financial, and then Fees, then click on the New button.
2. Provide the following information:
- Enrolment Id No. – Select a value from the dropdown.
- Description - A brief explanation of the fee or charge being applied to the student's enrolment.
- Fee Type - The classification of the fee (e.g., tuition, resources, other) that specifies its purpose.
- Amount - The monetary value of the fee to be paid by the student.
- GST - The Goods and Services Tax applicable to the fee, if any, indicating the tax portion added to the total amount.
Once done, click the Save button.
3. A prompt will appear confirming the successful addition of the fee. Click OK to close it.
4. You should now see the recently added fee in the list.
These are the steps on how to add a new enrolment fee for a student via the trainer portal.
RELATED TUTORIAL: How to Add a New Invoice for a Student via the Trainer Portal
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.
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