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Arrangements Parameters

Enable arrangements visibility based on service categories set up

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”.

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Arrangement types that by default are hidden from payers

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

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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.

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

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Readjust Arrangement when changing Student to

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

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Set current date plus X days as prepayment date

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

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Enable the option ‘Disable Billing-invoices’

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 ->

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Round final arrangement amount at

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

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Default Billing Plan selected for all new arrangements

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

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Default Arrangement Plan

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

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Default Payment Method for financial arrangements

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

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Disable Financial Commands if the suggested arrangement price is 0

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

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Mandatory connection of financial arrangements with educational programs

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

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Payer per installment

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.

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Show installments with incremental numbering

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

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