Financial Settings
App Settings · Financial Settings — 268 Classter documentation articles, from configuration settings to step-by-step guides.
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- Given day numbers of the month allowed only
- Days of the month to be allowed for payment agreed dates (other than prepayment) when a new installment is added
- Do not allow any installment with an agreed payment date being X months after the start month of the signed academic period
- At least one installment other than prepayment should be with an agreed payment date X days before the end of the current main period where X is
- Do not allow any installment with an agreed payment date before the prepayment/deposit agreed date
- Maximum number of allowed installments is
- Prepayment/deposit agreed payment date should be maximum X days from the arrangement creation date
- Minimum prepayment/deposit percentage
- Minimum prepayment/deposit amount
- Enable arrangement constraints
- Collection Status automatically set when all due date payments are settled
- Set CRM Field for Promised Amount
- Set CRM Fields for Next Action Date
- Select which Employee Categories will be available in Collectors lists
- Enable Arrangement Collectors feature
- Merge of how installments are presenting in STUDENT/parent portal
- Show Discount Details in Students/Parents Portal
- Student Status enabled for Financial Agreement presentation
- Enable Non-Required status for installments
- Delete arrangement when the selected user types terminate/stop a service
- Readjust arrangement when an Student service is deleted or terminated
- Check for lack of installments with financial transactions before saving the selected arrangement plan
- Edit existing arrangement: Check if the new billing plan installment amounts are higher than the already invoiced amounts.
- Automatically Readjust the Billing Plan for billed arrangements that get reduced in value
- Forbid any arrangement modification once a related financial transaction is saved
- Enable Easy Financial Agreement creation form as property of arrangement plan
- Enable the option “Disable Billing/invoices”
- Enable Autoselection Of Financial Year For All Installments When An Arrangement Is Created
- Automatically Set The Number Of Future Academic Periods From Selected Pricing Category
- Do Not Allow Educational Program Change To Registered If No Active Financial Agreement
- Enable Arrangement Review Option
- Enable Financial Arrangemment Creation For Stopped Services
- Enable Financial Period selection per arrangement installment
- Enable Custom Installment Flag feature
- Enable Arrangement To Be Set Active For A Number Of Academic Periods
- If arrangement types are selected, separate arrangement packages are created for each arrangement type. If no entity type is selected, combined arrangement packages are suggested.
- Enable financial arrangement creation only for the following Students status
- Allow end users to save arrangements with a price less than the suggested one
- Classter should automatically associate new Arrangements with Educational Programs.
- Mandatory connection of financial arrangements with educational programs.
- Arrangement initial change button price based on the month of change and using the total number of months
- Disable Financial Commands if the suggested arrangement price is 0
- Default Payment Method for financial arrangements
- Default Arrangement Plan
- Default Billing Plan selected for all new arrangements.
- Round final arrangement amount at
- Enable the option Minimum Initial Payment amount
- Require the end user to enter a reason for each change done in a financial arrangements
- Readjust Arrangement when changing Student to
- Default value for "Publish Data to" radio button in Student form , Financials TAB
- Financial Arrangements for Book Charges: Do not include books already added in previous academic periods.
- Edit existing arrangement: When a user selects a new agreement plan, check if an installment (month) is removed although there is a payment associated with it.
- Arrangement types that by default are hidden from payers
- Enable arrangements visibility based on service categories set up
- Financial Period Settings in Installments
- Set current date plus X days as prepayment date
- Payer per installment
- Show installments with incremental numbering
- Allow end users to delete a Subject from a Student's enrollments that are used in financial arrangements
e-Payments
- Allowed Payment Method
- OP Allow End User To Select The Payer
- OP Set PreSelected Payer
- OP Default Location For Students With No Record In Period Free MassImport
- OP Auto Address Payments Priority Free MassImport
- Default payment amount on every online payment
- Online Payment Type Mobile
- Online Payment Institute Financial Officer
- Text for end user instructions on the Online Payments form
- Text for end user on a successful Online Payments
- New Online Transaction Email Body
- Do not allow end users to pay installments for an academic period if there is an due / unpaid balance in previous academic periods
- Preselect And Lock Online Payment
- Enable Quick Online Payments Open Form
- Quick Online Payments Link
- Quick Online Payments Start Date
- Quick Online Payments End Date
- Enabled Payment Gateways
- OP Payment Account Quick Payment Link
- OP Display Quick Online Payment Link In The Students Parents Portal
- Automatically Address Transactions for selected installments
- OP Payment Method
- Payment Account for Online Payments
- Reason Free Text for Online Payments
- Send email to payer with transaction document (1)
- Automatically Address Transactions for selected installments
- Transaction Type (2)
- Payment Account (2)
- Send email to payer with transaction document
- Allow system to issue payment receipts if invoice in payment/invoice and payment transaction type is selected
- Auto-calculate transactions’ period in auto address payments (overrides the selected by the user)
- Included periods when override online payment’s selected period is enabled
- OP Default Location For Students With No Record In Period Free
- OP In Case Of Overpayments Issue A New Transaction Of Unconnected Type Free
- OP Automatically Address Transactions Free MassImport
- OP Transaction Type Free MassImport
- OP Payment Account Free MassImport
- OP Send Email After Transaction Issued Free MassImport
- OP Type Of Reason Free MassImport
- OP Allow Issue Payment Receipts If Invoice Is Selected Free MassImport
- OP Auto Calculate Transaction Period In Auto Address Payments Free MassImport
- OP Included Transation Periods When Override Period Is Selected Free MassImport
- Auto address payments priority
- Payment Gateway
- Reason Free Text (2)
- OP FreeText Reason Free MassImport
- OP Payment Method Free MassImport
- Select The Student For Whom The Payment Will Be Made
- Enable online payments
- Merge the installments by payment date in Student/parent Portal
- Scheduled Online Payment Text
- Transaction Type for Online Payments
- Type of Reason for Online Payments
- Payment Method for Free Value Payments
- Type of Reason for Free Value Payments
- Reason Free Text
Financial Contracts
- Enable Financial Agreements (Contracts) feature
- Private Agreement Report
- Allow issuing of a voucher only if the arrangement has a finalized agreement
- Recipient for Private Agreement Report
- Enable financial agreements only for the following type of arrangements
Financial Reports
- Calculate Franchising Fees To Date
- Calculate Franchising Fees From Date
- Date Filter In Financial Overview Per Month
- Balance Field In Financial Overview Per Month
- Credit Service Invoice & Refund Transaction report
- Credit Invoice & Refund Transaction report
- Print Out Institute Address
- Display the “method of payment” on transaction printouts
- Mass ReIssue
- Add Arrangement Name to Receipt Reasoning
- Enable payer's name visibility οn transaction printouts
- Header Custom Text for transaction payouts
- Payment Receipt report
- Payment Return (Refund) report
- Cancel Payment Receipt report
- Invoice Transaction report
- Credit Invoice Transaction report
- Cancel Invoice Transaction report
- Invoice & Payment Transaction report
- Cancel Invoice & Payment Transaction report
- Service Payment Receipt report
- Service Payment Return (refund) report
- Cancel Service Payment receipt report
- Service Invoice Transaction report
- Credit Service Invoice Transaction report
- Cancel Service Invoice Transaction report
- Service Invoice & Payment Transaction report
- Cancel Service Invoice & Payment Transaction report
- Certifications Payment Receipt report
General Financial Parameters
- In Installment Analysis Vertical View Merge Installment Data By Monthly Pay Date
- Financial Overview Calculate totals in quick view only for arrangements with educational programs that have the following statuses
- Mass Billing Identification Number Selection
- Keep Financial Comment As Plain Text
- Crm Categories For Financial Overview List
- Menu name for the action "Cancel Invoice"
- Menu name for the action "Invoice and Payment Return"
- Menu name for the action "Cancel Payment"
- Menu name for the action "Money Refund"
- Default decimals for the financial module
- Default message category with specific sender email used in Financial Notifications
Other Payment Setting
- QR Code Benefits and Special Outstanding Amounts
- Special Outstanding Amount Include Arrangement sOf Grade Levels
- Special Outstanding Amount Include Arrangements Of Grade Types
- Include installments until
- Return Special Amount If It Is More Then X
- SCTC reditor Reference
- SCT Default Purpose
- Beneficiary IBAN Account
- Beneficiary BIC Code
- Verification Qr Code Type
- Enable Transactions Unique Verification Qr Codes
- Usage Information Message For Payers
- Sepa File Category
- Sepa Bank
- Sepa Payment Methods
- Format Payments Barcodes
- Payment Barcode Type
- Enable Payments Barcodes
- How many days from installment due date should have been passed in order the installment to be included in the special due balance amount
- Activate Special outstanding amount
Price Lists, Fees & Taxes
- Service Pricing Category is automatically inherited from educational program
- Entities to update pricing category based on educational program changes
- Enable Commissions
- Use Pricing Categories
- Enable Pricing Category for the following Entities
- Subjects Pricing category is automatically inherited from educational program
- Hide Second Price Description from pricing categories in billing
- Price field enabled for use when the price category is based on ranges of total Subjects hours/minutes or credits
- Selecting a price category is mandatory (if at least one exists)
- Assign first Pricing Category if None is auto-selected
- Use tax
- Add Taxes to existing Price List values
- Administration Fee Tax Percentage
- Administrative Fees Default price
- Do not create accounting commands for administrative fees , if the value is zero
- Default scenario for Franchising Fees
- Type of Administrative fees calculation
- Get Pricing Category from associated Group when Subject Pricing Category is none (null)
- Keep the same Pricing category when transferring an educational program from period to period
Private Sessions Parameters
- Enable private sessions
- Update session complete status upon academic session completion
- Update individual Student present status based on Attendance
- Bill private sessions arrangement upon
- Allow Teachers to create
- Preselected Teacher cost per hours is given by
- Teacher private lesson cost
- Teachers can see / edit Student price
Reductions, Discounts & Loans
- Agreed Discounts Log
- Enable Successive Discounts
- Discount Rounding method
- Decimals used when Classter rounds discount amounts
- Activate Discount Categories Percentage Limit
- Available registration status for sibling discounts
- Subject Enrollment Statuses That Flag Subject Arrangements As Scholarship Exception
- Disable The Following Functionalities For Subject Arrangements That Have Been Flagged As Scholarship Exception
- Reduction Rounding Method
- Reduction Calculation Date Type
- Decimals used when Classter rounds reduction amounts
- Set a default reduction scenario for autocalculating a reduction amount (initial price does not change, but a reduction amount is added)
- Αctivate Loans Management for Students
- Activate Interest Management for Students
- Activate Pledge Management for Students
- Enable Agreed Discounts On Student Level
- Logical Order Of The Applied Agreed Discounts
- Automatically Give A Discount Connected With Student Voucher When Arrangement Of Type Is Created
- Voucher Type For Pledge Discounts
- Give Dinamic Pledge Ammount Vouchers For Every Agreed Discount Having Start Date Later Of Academic Periods End Date
- Use Reduction Scenarios for calculating reduction amounts
- Set a default reduction scenario for autosuggesting a reduced period value (change the initial price)
- Default reductions rounding at
Standing Orders
- Ask for Standing Order when first payment done
- Standing Order feature is enabled for the following type(s) of Financial Agreements
Transaction Rights & Controls
- Show Student ID From Teacher
- Automatically Connect Unconnected Transactions To Unpaid Installments
- Enable Auto Connection Of Outstanding Installments During Issuing An Unconnected Payment Receipt
- Check installment outstanding status based on the agreed payment date.
- Outstanding installments from previous periods will be paid first
- In Unconnected Transactions Management make the connection not per arrangement but based on the chronological pay date of installments
- Allow Users Only To Issue Refund Transactions For Unconnected Installments
- Allow Issuing Unconnected Credit Transactions Without Transaction Documents
- Print the transaction date on transaction printouts
- Financial transactions are allowed only for the selected Student educational program statuses
- Allow end user to disconnect payments from arrangements (this will be valid only if the arrangement type is one of those selected here)
- Invoices may exceed the agreed amount
- Allow end users to submit payment receipts with an amount larger than the related arrangement
- Enable transaction numbering using transaction category
- Forbid any modification of transactions older than the date specified here:
- Do not allow an end user to disconnect an existing payment from a financial arrangement, if the payment transaction date is prior to the date set here
- By default any new transaction is not visible to payers (in parents/Students portal)
- Allow end users to issue invoices using a different plan than the billing plan of the arrangement
Transaction Settings
- Change Status On First Payment
- Correlation Of Advance Payments When Issuing Documents
- Enable the use of proposals based on arrangement payers and for the selected operational processes
- Do not allow backoffice users to edit installments amount in Transaction payment process
- New Transaction Email User
- Arrangements To Be Filtered By The Selected Location
- Return Only Locations Related With Student Arrangements In Period
- Allow Advance Payment (i.e. a payment receipt transaction with no connection to an arrangement).
- Allow Reason And Remark To Be Transfered To The Online Payment
- Do not propose an amount during the submission of a new Receipt or Invoice
- Filtering in Transaction Issuing
- Payment Transaction Form: Hide the column "Credit Accounting Tab"
- Default Payer (1)
- New Transaction Email Body
- Default value for "type of reason" field on new transaction form (payment or invoice)
- Default status of Cheques/Promissory notes
- Allow the payment of multiple arrangements with one financial transaction
- Cheques/Promissory notes balance