Debtors
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Debtors Setting Up
Account Information & Debtors Summary - Spider
Debtors Alerts & Comments
FACTS
General -Other Debtors etc
- Debtors - Writing off Bad Debts
- Debtors - Held Deposits - transferring to invoice e.g enrolment deposit transferred to pay off fees
- Debtors - Linking a Student to a New Family - back office only
- Debtors - Other Debtors - how to set up e.g. Hall hire etc - Freedom Schools only
- Debtors - Other Debtors - how to set up e.g. hall hire etc - Non Freedom Schools
Invoicing / Billing
- Debtors - Billing - Billing /Invoicing - Batch billing Full Manual
- Debtors - Billing /Invoicing using Discount Tables
- Debtors - Billing - make sure you are billing all your students - Siblings report
- Debtors - Billing – for Next Year using Year Level Next
- Debtors - Cost Centre - creating new or editing
- Debtors - Charging Families with a Donation or Building fund per child
Payment Plans
- Debtors - Payment Plan - Advising Families of their Direct debit when processing from their accounts
- Debtors - Payment Plan - Receipting and how to import your file
- Debtors - Payment Plan – advising Parents on a Periodic Plan
- Debtors - Payment Plan – How to setup and how to process payments from families accounts
Payment Portal
- Payment Portal – Setting up your Payment Portal
- Payment Portal - (if you already are using the Payment Portal)
- Payment Portal - Caregivers using the Online Fee Payment
- Payment Portal - Co-curriculum activities - paid for when selecting
- Payment Portal - For Staff Receipting payments
- Payment Portal - Payway settings - Connection
Reports, Printing & Emailing
- Debtors - Account Printing – Freedom
- Debtors - Account Printing – Non Freedom
- Debtors - Batch Print out
- Debtors - Bursary Print out
- Debtors - Cost Centre Print out
- Debtors - Debtor Transaction Listings reports
Receipting
- Debtors – Auto Load Receipts
- Debtors - Receipting - Applying a Discounts when receipting
- Debtors - Bank Deposit
- Debtors - Receipting - saving to Document Manager
- Debtors - Receipting User Guide
- Debtors - Refunding a family that is in credit