Debtor ID

Debtor's Synergetic ID.

Note: The debtor for the student defaults to the primary contact.

Student Billing

Whether student billing or family billing applies to the student.

The Student Billing field is:

• selected by clicking
• cleared by clicking .

Student Billing

Use student billing to create a different billing arrangement for each student. This is useful:

• for blended families where more than one person is responsible for tuition fees
• where separate statements are required for each student.

The Debtor ID and Student ID are both used to define the debtor account, when either:

• a charge is raised against the student
• debtor bulk additions is run.

NICHE Debtor Code

Debtor code for this student if the debtor was set up in Synergetic's predecessor, NICHE.

Select a community member who is not the primary contact for the student.

The Debtor ID and debtor details are updated based on the selected debtor.

Note: Take note of the current debtor details before making changes. You cannot discard changes to the Debtor ID.

Set the Debtor ID field using the SC1 contact specified on the Contacts tab.

The SC1 contact is usually the parent or guardian of a student.

In the following example, Sarah Adamski's SC1 contact is Mr G & Mrs P Adamski.

When you click , Mr G & Mrs P Adamski is set as Sarah's debtor.

or

You can select to bill by student or family.

• Click Set Student Billing to set Student Billing.
• Click Set Family Billing to clear Student Billing.

Setting student billing

To change from family billing to student billing:

1. Click Set Student Billing.

   The following dialog box is displayed.

   

2. Click .

   The Student Billing field is selected.

   The button is changed to Set Family Billing.

Setting family billing

To change from student billing to family billing:

1. Click Set Family Billing.

   The following dialog box is displayed.

   

2. Click .

   The Student Billing field is cleared.

   The button is changed to Set Student Billing.

Name

Debtor's name.

The debtor's name can be overridden, if required. For example, the debtor may need the statements in their company name for tax purposes.

See Overriding the debtor's name in the Debtors manual.

Note: If the debtor has not yet been created or you do not have permission to access the Synergetic finance system then the community name is displayed. See Maintaining security permissions in the System maintenance manual.

Address

Debtor's address.

Phone BH

Debtor's business hour's telephone number.

AH

Debtor's after hour's telephone number.

Mob

Debtor's mobile telephone number.

Primary Person Only

Select to address mail to the primary person only.

Note: You can maintain the Address mail to primary person only field on the Debtor tab in Debtor Maintenance. See Debtor Maintenance - Debtor tab in the Debtors manual.

Tip: If the student's costs are paid by more than one debtor, select the debtor who pays the miscellaneous charges as the primary person, not the debtor who pays the tuition fees.

Launch the Community Maintenance window for the selected debtor. See Maintaining community members in the Community manual.

Launch the Debtor Maintenance window for the selected debtor. See Maintaining debtors in the Debtors manual.

Full Fee Paying

Select if the student is paying full fees.

No Sibling Discount

Select if sibling discounts do not apply for this student.

Note: Sibling discounts reduce tuition charges based on the family position.

Allow Auto Tuition

Clear to stop automatically applying tuition fees for the student.

This feature may be needed if the debtor has paid in advance and those charges have already been applied.

Allow Auto Charges

Clear to stop automatically applying automatic charges for the student.

The student is put in the Not to be charged grid of Auto Charges, with *No Auto* beside the entry. You can then choose to include them at that point. See Automatic Tuition in the Debtors manual.

Tuition Variation Type

Type of debtor to include or exclude from the auto tuition run, if required.

For example, students paying full fees generally receive a different charge than other students. If a tuition variation is defined on any student records, these students become part of their own billing group for automatic charges.

For NZ MOE roll returns, a Tuition Variation Type is defined for either:

• an international fee-paying student (FF student type)
• a NZAID (NZ Agency for International Development) student (FE student type) who is being charged for tuition for:
  • the academic year
  • a proportion of the year for which the student is enrolled.

For details on student types, see Future Student Maintenance - NZMOE tab.

Special Billing Type

Code used for special billing. For example, New Students.

Note: You can start a special auto tuition based on this flag, which can then be cleared automatically. This feature is typically used by organisations that bill significantly in advance.