enrolment financial record keeping

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Calvin Young

Invoices issued and paid against a class/program enrolment are recorded in the finance details area at the bottom of each enrolment. A red invoice indicates that it has a balance greater than 0. A black invoice indicates that it has been paid in full. We love this.

However, when one of these invoices is credited or cancelled it removes any record of the invoice ever being created. There's also no visible record that a previous invoice existed or that it was credited in the enrolment finance details. It would be really helpful to see all financial related information pertaining to an enrolment/invoice displayed in the finance detail area.

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  • Tomos Clark

    Is this when there may be (say) multiple short courses on an invoice? I have found with the latest Finance update that when you crediting, just unselect the specific course lines that are not required, and this will leave the little icon.

     

    Obviously this doesn't work if you're doing a part credit (ie. course was $200, been invoiced, paid $150 and now want to credit $50)

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  • Calvin Young

    No, this wasn't specifically referring to invoices with multiple line items. In my circumstance I'm more referring to instances when you need to cancel or credit the whole invoice amount

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  • Tomos Clark

    Oh yep, understood.

    Yes, that would be a good idea (as well as being able to do multiple invoices for short course enrolments). Not the best solution, but currently we just utilise the notes section on the students file to ensure there is a trace there.

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  • Calvin Young

    Yeah we do that too. We also use the comments area in the enrolment and the comments area on the credit note. It's not as visible or obvious as we would like but you do what you can with what you have. Thanks for your input and suggestions.

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