Finance
How to Use Agent Commissions
OVERVIEW Commissions for Agents, which relates to commissions based on settings and calculations that the agent will get according to an Enrolment that they are an Agent of. Note: This exclusive feature is only available for Maximise Package ...
How to Create and Use Payment Plans in the SMS
Overview In the SMS, Payment Plans allows you to set up different payment options for your program fees with different payment rules that defines when a student is invoiced for their student fees. Each payment plan can have different rules so you can ...
How to Invoice Student on Certain Enrolment Status
OVERVIEW In this tutorial, we'll delve into the one of the latest features in our Student Management System (SMS). The focus is on the seamless integration between student invoices and program instances, ensuring greater control and efficiency in ...
How to Setup Invoice on Unit Completion
OVERVIEW We've introduced an enhanced feature for managing student invoices within the SMS payment plans. With this update, a student invoice generated from a payment plan will now be initialized only after the completion of a unit. This ensures a ...
How to Manually Create and Edit Student Invoices in the SMS
Overview Your SMS comes with financial management features that allow you to create payment plans, issue invoices and accept payments for your student enrolment. In the SMS, there are multiple ways to create invoices for your student fees depending ...
How to Create and Apply Vouchers in the SMS
OVERVIEW In this tutorial, we will show you how to create and apply vouchers to extend discounts or promotional rates to your students to encourage enrolment and increase student satisfaction. In the SMS, users can create vouchers that can be ...
How to Automatically Enroll Students in an LMS Course After Paying an Invoice
OVERVIEW In this tutorial, we will show users how restrict student access to an LMS Course until an invoice has been paid. In the program instance financial tab, you can select the unit or units that student can have access to in the LMS once a ...
Managing and Exporting Invoices
OVERVIEW In this tutorial, we will show how you can view, check and export invoices from Finance. This also includes steps on how you can accept payment and send any invoice-related email to students. Navigation Instruction: Follow us through our ...
Student Access to Payment Plans in the Admin Dashboard
OVERVIEW In this tutorial, we will show how your students can access their Payment Plans from the Admin Dashboard. This includes an overview on how they can view and make a payment for their invoice. Navigation Instruction: From the Admin Dashboard, ...