Overview
This article describes the setting ‘Enable auto-connection of unpaid installments during issuing an unconnected payment receipt’ (Setting ID: Enable_Auto_Connection_Of_Outstanding_Installments_During_Issuing_An_Unconnected_Payment_Receipt), located under Financial Settings > General Settings > Transaction Rights & Controls > Outstanding Installments Payment.
What This Setting Does
This is an on/off setting that controls whether Classter automatically links a new, unconnected payment receipt to outstanding (unpaid) installments at the moment the receipt is being issued. Instead of the receipt remaining unconnected until manually matched later, the system attempts to connect it to eligible outstanding installments right away.
Where It Is Used
This setting takes effect on the screen where staff issue a payment receipt without linking it to a specific installment.
- Management > Financial > List of Payers > Actions menu for a payer > Payment Receipt: when this document type is issued without selecting an installment, this setting decides whether Classter automatically links it to an outstanding installment right away.
- The same ‘Issue New Transaction’ quick action available from the sidebar on financial screens, and from a _Student_’s own Financial tab, opens the same Payment Receipt screen and is affected the same way.
Business Logic / Behavior
- When enabled, the system automatically attempts to connect an unconnected payment receipt to outstanding (unpaid) installments as soon as it is issued.
- When disabled (the default), a payment receipt issued without a specified installment remains unconnected until it is manually matched later, or matched by a separate automatic process.
- This setting applies specifically within the Billing module of the application.
- Because this setting has an associated save method in the system configuration, enabling or disabling it may trigger additional processing when saved.
Example(s)
Example: at Alpha Institute, a _Student_ has one outstanding installment of $220 due this month. A front-desk staff member receives a $220 cash payment from a parent and issues a payment receipt without specifying which installment it should be applied to. With this setting disabled, that $220 receipt would sit unconnected until someone manually links it to the $220 installment later. With this setting enabled, Classter immediately looks for outstanding installments on the _Student_’s account and automatically connects the $220 receipt to the $220 installment at the moment it is issued, fully settling it without any manual follow-up.
When to Use
This setting matters whenever staff regularly issue payment receipts without specifying an installment, and the institution wants those receipts matched to outstanding installments automatically rather than manually.
When to Enable
Enable this setting if your institution wants payment receipts issued without a specified installment to be automatically matched to outstanding installments right away, reducing manual reconciliation work for finance staff.
When to Disable
Keep this setting disabled if your institution prefers to review and manually connect unconnected payment receipts to installments, rather than having the system do so automatically at the time of issuing.
Notes
Prerequisites: the _Student_ must have outstanding installments available for the system to connect the new receipt to; otherwise the receipt remains unconnected regardless of this setting.
Related settings: Outstanding installments from previous periods will be paid first (Pliromi_Aneksofliton_Doseon_Apo_Alles_Periodous_Me_Imerominia in Financial Settings > General Settings > Transaction Rights & Controls > Outstanding Installments Payment); Automatically connect unconnected transactions to unpaid installments (Automatically_Connect_Unconnected_Transactions_To_Unpaid_Installments in Financial Settings > General Settings > Transaction Rights & Controls > Outstanding Installments Payment).
This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.
