Manage a learner's financial record

Create the ledger record, record a payment, process a refund, schedule a reminder.

Create and update

1. In Administration → Financial, select Add Record.
2. Select the learner and, where applicable, the programme. Select the financial-aid category, enter Total Fees and Paid Amount, and select the payment method and the payment and financial statuses.
3. Use the calendar in Next Due Date to pick the due date, enter the payment reference and any notes, then Add Record. Expect Financial record created and a new row.
4. To update, select the row or its pencil, amend the fields and Save Changes.

Record a payment

1. Select Payment Tracking, find the balance and select its Record payment action.
2. Enter the amount, date, method, reference and note, then Record Payment. A full payment shows $0.00 outstanding and Paid.

Refund

1. Back on Financial, tick exactly one record and select Process Refunds. Enter the amount and reason, then Process Refund. Paid decreases, Outstanding increases, and the status becomes Partial when a balance remains.

Payment reminder

1. Select the record and Schedule Payment Reminders. Enter the date, time and message, then Create Reminder. Pallara opens the Calendar on an event named Payment Reminder: <learner>, 30 minutes long, with the learner as attendee and the current totals in its description.