How to Pay for Student Invoice using Company Credit (Maximise)

Overview

This tutorial will introduce the function to pay for Student Invoices using Company Credit within the Student Management System (SMS). By leveraging Company Credit Invoices, companies can ensure a seamless and efficient enrolment process, allowing them to focus on supporting their students’ educational journeys.

Note: This exclusive feature is only available for Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact support@eskilled.com.au.

This Tutorial Series has four major steps:

1. Add Company Credit Invoice 
   
2. Viewing and Emailing Credit Invoice to Company
3. Company to Pay for Company Credit Invoice
   
4. Using Company Credit (Voucher) to Pay for Student Enrolments (You are here)

How to Pay Student Invoice using Company Credit 

Step Tutorial

1. Login to your SMS using the company contact details and go to the Details Page
   
2. Click on the Invoices Tab
   
3. Find your invoice and click Action, then select Payment
   
   Refer to the image below for steps 1 to 3
   
   
   
4. A popup window will open asking for a Voucher Code. Enter your Company's voucher code found in your Company Details tab.
   
5. Click the Redeem button.
   
   
   
6. Click Continue to finalise voucher redemption
   
7. You have now used a portion of your Company Credit via redeeming the Company Voucher.
    

Important

• If a company logs in and selects Payment of a Student Invoice, the system uses the same process to verify the voucher for external enrolment.
  

• If a user is logged in, the system uses the Company Id of the logged-in user to check the associated Voucher Code, or their current company if viewing as a child company. 

Company Invoices after using Company Credit: 

• An expand button appears on Company Invoices; clicking it displays Student Invoices paid with the associated Company Invoice. The displayed details include: 

• Invoice Id  

• Enrolment No  

• Student  

• Program  

• Description 

• Due Date  

• Amount Credited  

• The expand button does not appear if no enrolment invoice is used against it.  
  

Student Invoices after using Company Credit: 

• Clicking the expand button on Student Invoices reveals a Company Credit table if the related invoice has been credited by a Company. 
   

Deleting Student Invoices that were paid by Company Invoice: 

• If the associated invoice was deleted and credited by an invoice from the Company, the Amount will be added back to the Company Invoice. 
  

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 us via email at support@eskilled.com.au

Related Tutorials

1. Add Company Credit Invoice 
   
2. Viewing and Emailing Credit Invoice to Company
3. Company to Pay for Company Credit Invoice

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