Billing Module – 6.2020 Edition

#37355 In the students form, financial tab, we have added a new function. When a student/payer has outstanding payments for previous periods then the system will show the analysis button next too outstanding payments with the analysis of the owed amount.

Admin Portal: Dashboard>Management>Students>Students List>Edit student>Financial tab>Outstanding balance

#37127 There have been three changes made to the financial module regarding online payments. 1st You can pay for a specific installment of a greater sum and issue a receipt or invoice for that amount, in the online payments form. 2nd A setting has been added that allows the submission of the application if the payments have been made according to the arrangement plan, this option can be enabled in the General Settings page. 3rd  A setting has been added that allows the submission of re-application if the payments have been made according to the arrangement plan, this option can be enabled in the General Settings page.

Admin Portal: Dashboard>Management>Financials>Transactions>Actions button>Online Payments
Admin Portal: Dashboard>Configuration>Main Settings>General Settings>Transfer/Re-Registration Tab>Payments section

Admin Portal: Dashboard>Configuration>Financial Settings>General Settings>Basic Settings

#37056 In the online payments form of the financial module, you will now be able to import transactions from bank documents to Classter.

Admin Portal: Dashboard>Management>Financials>Transactions>Actions button>Online Payments>Actions Button>Import button

#36641 In the students form, financial tab we have made a minor addition. We have added the Payer column in the Invoice and payment receipts to make it easier to recognize the various transactions.

Admin Portal: Dashboard>Management>Students>Students List>Edit Student>Financials tab>Total View subtab>Invoices and Payment Receipts>Payer Column
Employee Portal: Dashboard>Management>Students>Students List>Edit Student>Financials tab>Total View subtab>Invoices and Payment Receipts>Payer Column.

#35652 From the financial tab of the students form you can now preview and print a transaction; you can hide a transaction or show a transaction to the end-user. This is done by going to the financial tab in the student’s form, selecting the accounting tab, and from the transactions list. From the in-line actions button, you can select to preview and print the transaction, show, or hide the transaction to/from the end-user.

Admin Portal: Dashboard>Management>StudentsàStudents List>Edit Student>Financials tab>Accounting tab>Select Transaction>In-Line Actions buttonàPreview, Show to end-user, Hide from end-user
Employee Portal: Dashboard>Management>Studentsà>Students List>Edit Student>Financials tab>Accounting tab>Select Transaction>In-Line Actions button>Preview, Show to end-user, Hide from end-user

#32566 In the students form financial tab and in the financials page of the parent’s portal, transactions are now displayed with transaction type and the series number. So now when you look at transactions, you will be able to see e.g Inv-14, not just 14.

Admin Portal: Dashboard>Management>Students>Students List>Edit Student>Financials tab>Total View subtab>Invoices and Payment Receipts>Transaction Type column and Receipt Number column
Employee Portal: Dashboard>Management>Students>Students List>Edit Student>Financials tab>Total View subtab>Invoices and Payment Receipts>Transaction Type column and Receipt Number column
Parents Portal: Dashboard>Financial>Invoices and Payment Receipts>Transaction Type column and a Receipt Number column