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Menu name for the actions

Updated on April 22, 2022

Money Refund

 

Financial Settings / General Settings / General Financial Parameters / Labels for Financial Actions / Menu name for the action “Money Refund”

Here we define the label for the action button associated with the transaction and used when we need to return or refund money to a customer.


Example as administrator

Setting -> Active -> Money Refund NEW

Go to the student list, select a student, go to Financial tab and in Accounting Tab click on Actions of a Transaction, as shown below


Cancel Payment

 

Financial Settings / General Settings / General Financial Parameters / Labels for Financial Actions / Menu name for the action “Cancel Payment”

Here we define the label for the action button related to the transaction used when we need to cancel a customer payment transaction.


Example as administrator

Setting -> Active -> Cancel Payment NEW

Go to the student list, select a student, go to Financial tab and in Accounting Tab click on Actions of a Transaction, as shown below

Invoice and Payment Return

 

Financial Settings / General Settings / General Financial Parameters / Labels for Financial Actions / Menu name for the action “Invoice and Payment Return”

Here we define the label for the action button related to the transaction used when we need to credit an invoice to a customer.

Example as administrator

Setting -> Active -> Credit Note NEW

Go to the student list, select a student, go to Financial tab and in Accounting Tab click on Actions of a Transaction, as shown below


Cancel Invoice

 

Financial Settings / General Settings / General Financial Parameters / Labels for Financial Actions / Menu name for the action “Cancel Invoice”

Here we define the label for the action button related to the transaction used when we need to cancel an invoice sent to customer.

Example as administrator

Setting -> Active -> Cancel Invoice NEW

Go to the student list, select a student, go to Financial tab and in Accounting Tab click on Actions of a Transaction, as shown below


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