Overview
Display label: Don’t allow Student progress if outstanding payments exist (annual results calculation)
Setting ID: Dont_allow_Student_progress_if_outstanding_payments_exist
Location: Main Settings > General Settings > Higher Education Customization, group Basic Settings
What This Setting Does
This setting blocks a _Student_ from being promoted (transferred) to the next academic year during the annual results calculation if that _Student_ still has an outstanding, overdue balance in the current academic year. It ties financial standing to academic progression: a _Student_ with unpaid installments due in the past is held back from promotion until the calculation is re-run, typically after the balance is settled.
Where It Is Used
Academic Tasks > Marking > Annual Results. When an academic officer runs the annual results/certification calculation for one or more Students from this screen, Classter checks this setting before processing each Student.
Business Logic / Behavior
- When enabled, before running the annual result certification for a Student, Classter checks whether that Student has any arrangement installment whose due date has already passed and whose paid amount is less than the amount owed.
- The check looks at the Student’s financial arrangement installments and receipts for the current academic period, comparing what was invoiced against what was actually paid (net of credits), for installments due before the current date.
- If an outstanding overdue balance is found, that Student is skipped for the current calculation run: no annual result certification is processed for them, and they are returned to the academic officer as a Student with outstanding payments so staff know why they were excluded.
- Students with no overdue balance are processed normally, regardless of whether they have future installments that are simply not yet due.
- When disabled (the default), financial status is ignored and the annual results calculation and promotion proceed for every selected Student regardless of any outstanding balance.
- This check runs independently of the enrollment-history-view settings; it applies to the annual results calculation whenever it is enabled, whether or not enrollment history grouping is configured.
Example(s)
Alpha Institute enables this setting before running annual results for the 2025-2026 academic year.
Student Elena I. owes 450 EUR from an installment that was due on 2026-03-15 and has not been paid. Student Dimitris A. has an installment of 300 EUR due on 2026-08-01, which has not yet been paid but is not overdue yet.
When the registrar runs the annual results calculation on 2026-07-06: Elena is skipped and listed under Students with outstanding payments, because her installment was already due and unpaid. Dimitris is processed normally and promoted if his academic result qualifies, because his installment, although unpaid, is not yet overdue.
After Elena settles her 450 EUR balance, the registrar re-runs the calculation and she is then processed and promoted like any other qualifying Student.
When to Use
When to Enable
- The institution wants to enforce that Students cannot advance to the next academic year while they have overdue unpaid balances, as a financial-compliance control tied to academic progression.
- Finance and registrar offices need a single automatic checkpoint at year-end rather than manually cross-checking payment status against promotion lists.
When to Disable
- The institution does not want financial status to affect academic progression decisions, for example because payment plans are handled independently of enrollment status.
- The institution processes annual results before all invoicing for the year is finalized, which could otherwise cause valid Students to be incorrectly held back.
Notes
- Prerequisite: the Student must have financial arrangements and installments recorded in Classter for the outstanding-balance check to find anything; Students with no financial arrangement are never held back by this setting.
- Related setting: Additional actions after the annual results calculation (Actions_After_Annual_Result_Calculation in Higher Education Customization > Basic Settings)
- Related setting: Enrollment history grouping per (College_Group_HIstory_View_Per in Higher Education Customization > Basic Settings)
K-12 vs Higher Education: the annual results calculation and this outstanding-payments check run for any tenant that uses Classter’s annual result certification process; there is no code dependency on the Higher Education (College) mode toggle for this specific setting. It is grouped under Higher Education Customization because year-end promotion between academic years, tied to curriculum progression, is most commonly used by institutions with a structured multi-year academic program, but the setting itself works the same whether or not Higher Education Mode is active.
