Enrolment Finance Details Panel

• The full finance details of the Enrolment are displayed in the Enrolment Finance Details panel.

• This shows all unposted and posted finance for each Account related to the Enrolment.

• There is one line per Finance Journal.

• Below are some common examples of how the finance might be displayed. All are shown BEFORE invoicing (i.e. unposted finance):

Example 1: basic direct student enrolment:

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Example 2: any discounts and/or commissions are separate Finance Journals and so are displayed on separate lines:

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Example 3: where any Admin Fees are automatically included with Bookings, they are displayed on separate lines:

Example 4: if there is any “portion” of a Booking added, this is shown on a separate line, for example a student staying an extra night or “portion” of a week in accommodation:

Example 5: if the Bookings are to be paid by different Accounts, the finance is shown under each Account (here the Student is paying for the accommodation and the Agent for the Course):

• Prior to invoicing, it is possible to manually edit each of these lines using the “Edit” link on the left. However, this should be done as a last resort and only in special circumstances. For more information on this, please check this article.

• Once the Enrolment has been invoiced (i.e. posted finance), only the invoice or credit line shows. This is example 5 above after being invoiced:

• It is possible to view the invoice details by clicking “View” on each line:

• For more details on Invoicing, please see these articles.