Searching for students or debtors - Debtor Charges Entry

You can either search for either the:

• student that this charge is for
• the future student that this charge is for
• debtor to be charged.

Note: If you are running in family billing mode it is recommended that you search by the student, if possible. This ensures that charges are applied to the student incurring them. For more information on searching see Searching in the Introduction manual.

To search for a student:

1. Select Student.
2. Enter enough information to identify the student in the ID, Surname and/or Preferred fields.
3. Click .

   The Student Search selector grid is displayed.

4. Select the required student
5. Click .

   The student and their debtor details are displayed on the Debtor Charges Entry window.

6. If the student does not have a debtor associated with them, you can either:
   • Add the debtor. See Creating new debtors in the Debtors manual.
   • Add the new debtor to the student record. See Current Student Maintenance - Debtor tab in the Current students manual.
   • Skip charging the student.

To search for a future student:

1. Select Future Student.
2. Enter enough information to identify the student in the ID, Surname and/or Preferred fields.
3. Click .

   The Future Student Search selector grid is displayed.

4. Select the required future student.
5. Click .

   The future student and their debtor details are displayed on the Debtor Charges Entry window.

   Note: If the future student you have selected has not been given a Debtor ID in the Debtor tab of Future Student Maintenance, an error message appears and you will not be able to apply charges to the future student. See Future Student Maintenance - Debtor tab in the Future students manual.
   

To search for a debtor:

1. Select Debtor.
2. Enter enough information to identify the debtor in the ID, Surname and/or Preferred fields.
3. Click .
4. The Debtor Search selector grid is displayed.
5. Select the required debtor.
6. Click .

   The debtor details are displayed on the Debtor Charges Entry window.

   Note: You can also launch into Student Maintenance or Debtor Maintenance to view or update details of the student debtor.

Last modified: 15/09/2016 4:54:51 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.