Generate Invoice

Bulk for Student or Agent

This menu allows you to generate and email bulk Student and Agent invoices.

To manage this function, follow the steps below:

Click Accounts > Generate Invoice

To start searching for payment schedules, enter the relevant information as shown below:

Due Date period – from Due Date and to Due Date
Payment type – e.g. Miscellaneous fee or Tuition fee
Invoice sent - Yes or No
Student Course- select from the drop-down menu
Select Student Status from the drop-down e.g. Current Student, Completed, Enrolled, New Application Request, etc.

Click View Schedule to generate the list as per the search criteria entered.
Tick all invoices that appeared on the list and click Student Invoice or Agent Invoice icons located on the top right hand side of the page (as shown below). The system will generate all invoices on PDF File for you to print and /or send to Students/Agents via email.

To send these invoices in bulk via email, click the send email icon located on the top right hand side of the page.
To Export all Invoices in an Excel format, click the export icon as shown below.

Provider Payment

This menu allows you to search for Payments made by the Student for any services provided by a third party provider. An example would be Overseas Student Health Cover (OSHC) providers e.g. Bupa, Medibank Private; Airport Pick up provider, Visa processing fee, Homestays etc.

Once Payment is received and the Student formally starts the Course, then the relevant amount needs to be paid to the Service Provider and recorded in this section.
To manage this function, please follow the instructions below:

Click Accounts > Provider Payment.
Enter the relevant information from the drop-down menus provided -. Service type e.g. OSHC, Airport pick up, Accommodation etc.; Service Category; service start date and transaction type e.g. paid and unpaid provide Payment or all transaction
Click View Service Details.

List of Payment details as per the information entered will show up on the list.
Tick the box corresponding the transaction Payment you need to modify and manually enter date paid, the provider amount due and any remarks or reference (as shown below).
Once all information has been entered, click Update icon to save changes.
To export this information in an excel format, click Export icon

Note: A pop up screen will appear to confirm Status update.

Bulk Sanction

This menu allows you to bulk apply Sanctions to Students. A Sanction is used to get Student attention – may it be of academic or payment in nature.
Example of an Academic Sanction can be academic misbehaviour e.g. plagiarism etc. An example of a Payment Sanction can be unpaid fees that are overdue, etc.

These cases require a Student to cooperate to address the matter. Once a Sanction is in place, the Student is not able to login to the Student Portal until the Sanction is removed.

A message will display when any Staff views the Student Profile Summary page for a Student who has a Sanction applied.

To apply Bulk Sanctions to Students navigate to Accounts > Bulk Sanction

Select required options in the Student Sanction search fields - Find Student By, Dates etc.
Click View Student
The search result Student list of will be shown on the page

4. Select the required Student for the Sanction by ticking the check-box

5. Enter the Sanction information

6. Click Apply Sanction

Sanction application functionality is more fully described in Student Management.

Bulk Update Commission

This menu allows you to bulk update Agent Commission rates by Semester.

To Bulk Update Agent Commission navigate to Accounts > Bulk Update Commission

Enter the required search Criteria - Agent Status, Agent Origin, Agency Name, Course Type, Year, Intake Date, Semester
Click View Commission
The search result Agent Commission list of will be shown on the bottom of the page.

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