Overview

Do not allow backoffice users to edit installments amount in Transaction payment process/Do_not_allow_backoffice_users_to_edit_installments_amount_in_Transaction_payment_process is a setting located in Financial Settings > General Settings > Transaction Settings, under the New Transaction Form Setting sub-group.

What This Setting Does

This setting determines whether backoffice staff are permitted to manually change the amount of an installment while processing a payment on a Transaction. When enabled, the installment amount shown during the payment process is locked and cannot be edited by backoffice users, ensuring the amount collected always matches the predefined installment value.

Where It Is Used

This setting applies to two places in the Portal where installment amounts are handled during a Transaction payment process.

• Main Menu > Financial > Mass Billing (installment amount column shown while generating billing lines)
• Main Menu > Students > Students List > (open a _Student_) > Accounting tab (New Transaction form)

Business Logic / Behavior

• When enabled, backoffice users cannot modify the amount pre-set for an installment during the Transaction payment process.
• When disabled, backoffice users retain the ability to adjust the installment amount at the time of payment.
• This restriction applies specifically to backoffice users; it does not necessarily affect other configuration areas where installment plans are originally defined.
• This is a simple on/off toggle with no further configuration options.

Example(s)

Alfa Community College enables this setting. A _Student_’s [Learner’s] tuition plan has its second installment set at $350. During the payment process, a Finance Officer tries to change it to $300 to apply an informal discount for a family that called in asking for a reduction. With this setting enabled, Classter blocks the edit and keeps the installment fixed at $350, so the $50 discount cannot be applied this way and must instead go through the proper discount or arrangement-editing process.

When to Use

When to Enable

Enable this setting when the institution wants to enforce strict adherence to predefined installment amounts and prevent accidental or unauthorized changes during payment processing, improving financial control and consistency.

When to Disable

Disable this setting when backoffice staff need flexibility to adjust installment amounts at the point of payment, for example to apply a manually negotiated partial payment or a one-off adjustment.

Notes

Prerequisites: Installment-based payment plans must be configured and in use for this setting to have a visible effect.

• Allow the reason and remark to be transferred to the online payment/Allow_Reason_And_Remark_To_Be_Transfered_To_The_Online_Payment (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Select the person you want to be notified via E-mail, when issuing a transaction/New_Transaction_Email_User (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Enable the use of proposals based on arrangement payers and for the selected operational processes/Enable_the_use_of_proposals_based_on_arrangement_payers_and_for_the_selected_operational_processes (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.