Debtors

Debtors Setting Up

• -- Debtors Overview -- (OLD)
• PCI Credit Card Compliance
• Setting up Debtors Masterfile

Account Information - Debtors - Spider

• Account Information - Debtors account information
• Debt Collection from Spider
• Overview - Debtor Dashboard
• Video Tour (Spider) - How to – Debtor Dashboard

Debtors Alerts & Comments

• Alerts & Comments in Debtors
• Comments – Print Reports
• Debtors Alert Messages
• Email Debtors Comments

BPay - How to Setup

• BPay – How to setup

FACTS

• Document - FACTS_Integration
• FACTS Receipting into PCSchool
• FACTS Sending FACTS transaction details

General -Other Debtors etc

• Held Deposits - transferring to invoice e.g enrolment deposit transferred to pay off fees
• Writing off Bad Debts - Debtors
• Other Debtors - how to set up - e.g. Hall hire - Freedom Schools only
• Setting other Debtors - e.g. billing for hall hire etc - Non Freedom Schools
• Linking a Student to a New Family

Home Stay User Guide

• Home Stay User Guide
• Receipting amount from families to pay homestay families - Home Stay
• Paying the Home Stay family - Home Stay

Invoicing / Billing

• Video - Debtor Billing Training Webinar
• Batch Billing User Guide
• Billing – for Next Year using Year Level Next
• Charging Families with a Donation or Building fund per child
• Charging interest on overdue accounts
• Cost Centre Creation - Debtors

See all 14 articles

Payment Plans

• Advising Families of their Direct debit when processing from their accounts - Payment Plan
• Payment Plan - Receipting and how to import your file
• Payment Plan – How to setup and how to process payments from families accounts
• Payment Plans – advising Parents on a Periodic Plan

Payment Portal

• Parent Portal 2019 – Setting up your Payment Portal
• Payment Portal - Receipts saving in to Document Manager
• Payment Portal 2019 (if you already are using the Payment Portal)
• Payment Portal 2019 Caregivers using the Online Fee Payment
• Payment Portal 2019 – Disabling Automatic Receipts and Receipting them in Back office
• Payment Portal 2019 – Linking Discounts to Specific Cost Centres

See all 10 articles

Reports, Printing & Emailing

• Sundry Printing - Showing all receipt transactions and what cost centres applied too
• Sundry Account Printing - Debtors
• Batch Print out – Debtors
• Bursary Print out
• Cost Centre Print out
• Reports under Debtor Transaction Listings

See all 15 articles

Receipting

• Bank Deposit - Debtors
• Refunding a Debtor (family in credit)
• Receipting User Guide - Debtors
• Credit a family with Money from the General Ledger
• Debtors – Auto Load Receipts
• Receipting Enrolment Fees to Family Holding Deposits

See all 10 articles

Sundry Billing

• Modifying a Sundry invoice
• Sundry Invoice View
• Charging Families with a Donation or Building fund per child

End of Month & Troubleshooting

• Aged Debtors Report
• Check List for End of Month - Debtors
• How to reconcile your Debtors if not balancing
• End of Month Debtors & Housekeeping
• Account Validity – How to correct - Debtors
• Applying (Absorbing) Credits to Other Invoices

See all 7 articles

Voluntary Payments

• Printing or Emailing Voluntary Letters - Voluntary
• Sundries transferring to Voluntary tab
• Voluntary Letters for Freedom Schools only