Financial Settings / General Settings / Arrangements Parameters / Arrangements Visibility to Payers / Enable arrangements visibility based on service categories set up Here, you define if the visibility of services will be based on their categories set up. Example Books charge service has a category “Books charge”.
Financial Settings / General Settings / Arrangements Parameters / Arrangements Visibility to Payers / Arrangement types that by default are hidden from payers Here, you define which arrangement types will be hidden from payers by default. Example Setting -> Service When you manage a service and save, it will
Financial Settings / General Settings / Arrangements Parameters / Arrangement Modifications / Edit existing arrangement: When a user selects a new agreement plan, check if an installment (month) is removed, although there is a payment associated with it. Here, you specify if there will be a check when an
Financial Settings / General Settings / Arrangements Parameters / Special Settings / Financial Arrangements for Book Charges: Do not include books already added in previous academic periods In this setting you define whether books from a previous academic period will be charged to the student’s new academic period. The setting
Financial Settings / General Settings / Arrangements Parameters / Arrangements Visibility to Payers / Default value for “Publish Data to” radio button in Student form Financials TAB This setting allows you to set a default selected value for the field “Publish Data to” when creating a new student. The field
Financial Settings / General Settings / Arrangements Parameters / Arrangement Modifications / Readjust Arrangement when changing Student to Here you define for which student statuses the Arrangement Readjust Method will be allowed. When the status of the student you want to change is in the setting then in the “Change
Financial Settings / General Settings / Arrangements Parameters / Arrangement Modifications / Require the end user to enter a reason for each change done in a financial arrangement. When you manage an arrangement and change the price if this setting is active, then you must choose a reason for arrangement
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Set current date plus X days as prepayment date This setting adds extra days on the arranged prepayment date. For example, if setting is set to 2 then the prepayment date will be set in 2 days
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Enable the option “Disable Billing/invoices” Select this option if you want to enable the option “Disable Billing/Invoices” in the Arrangement Billing plan drop down. Example as administrator Setting -> Active “Disable Billing/Invoices” option is available Setting ->
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Round final arrangement amounts at During the creation of installments in an arrangement, we can choose to round the amount of all installment values to 1, 5, 10, 50, 100 or 1000. If the setting is set
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Default Billing Plan selected for all new arrangements Select one of the existing billing plans as the default plan for all new arrangements that are created or managed. Example as administrator Setting -> Identical with the arrangement
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Default Arrangement Plan Here you select the default arrangement plan when a financial arrangement is created or managed. Example as administrator Setting -> 4 MONTHS 4 MONTHS is the default arrangement plan
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Default Payment Method for financial arrangements Here you select the default payment method when you create / manage a new arrangement. The end user can change it if he wants another payment method Example as administrator Setting
Financial Settings / General Settings / Arrangements Parameters / New Arrangement Settings / Disable Financial Commands if the suggested arrangement price is 0 Here you select the entities for which you will disable financial command if the suggested arrangement price is 0. Example as administrator Setting -> Without entity You
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Arrangement initial change button price based on the month of change and using the total number of months This setting enables a button that is used to recalculate the initial price based on the date selected after the
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Mandatory connection of financial arrangements with educational programs. If this setting is enabled, then each financial arrangement must be related (connected) to an educational program of the student. If Classter cannot do this automatically (That means, setting “Classter
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Classter should automatically associate new Arrangements with Educational Programs. When this setting is enabled, arrangements will associate with the current educational program. Each arrangement that is associated with the current educational program will not be transferred to a
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Allow end users to save arrangements with a price less than the suggested one When the setting is “permitted” the end user is able to save arrangements with a price less than the suggested one. Example as administrator
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Enable financial arrangement creation only for the following Student status Here you set the status of the students for whom you want to create arrangements. Example If a student has a status that has not been set here,
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Payer per installment When you manage an arrangement and this setting is active then, you can select new payer for each installment, otherwise the payer is only one and is the person you select in student’s financial tab.
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Show installments with incremental numbering If the setting is active then the Installments will be incrementally numbered. Replacement of the names of the instalments with increasing numbers instead of months Example as administrator Setting -> Active Installments appeared
Financial Settings / General Settings / Arrangements Parameters / Basic Settings / Create arrangement package with only one entity for the following type of arrangement Here you can define multiple entities and for these entities, Classter will create one arrangement package instead of multiple arrangements of the same entity.
