Enrolment Finance Details Panel - Examples

Owned by Richard Turnbull
Last updated: Nov 29, 2023
2 min read

Note: these examples are using a Direct Student but if an Agent or Company were involved, the finances would appear on those Accounts in Enrolment Finance Details panel.

Bookings added but not yet invoiced:

 

One booking invoiced using Partial Invoicing:

OR

All bookings invoiced at the same time (i.e. not using Partial Invoicing):

All bookings invoiced:

Partial receipt received, allocated to one invoice:

OR

Partial receipt received, allocated to one invoice:

Remainder receipt received, allocated to all invoices:

OR

Remainder receipt received, allocated to one invoice:

Example of enrolment partially invoiced and partially receipted:

 

 

Enrolment Finance Details Fields

Total Invoiced

= posted income less receipts

Total Not Invoiced

= sum of all unposted income

(Student) Balance

= sum of all posted and unposted income less receipts

 

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