Finance
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 ...
How to Set Up a Payment Plan v2.0
OVERVIEW In this tutorial, we will walk you through the process of setting up flexible payment plans. These payment plans can be attached to the different program instances that you offer within the SMS. Navigation Instruction: Perform the actions in ...
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: Follow us through our ...