Manage debtor accounts

TABLE OF CONTENTS

• Introduction
• Find a student 
• Add a debtor account
• Edit a debtor account
• Delete a debtor account

Introduction

After editing student fee options, make sure that the debtor account details are correct.

You can: 

• Add a debtor account 
• Edit a debtor account 
• Delete a debtor account

This user guide shows you how to manage debtor accounts in a student profile.
 

Find a student 

To find a student, go to Student profiles > Current students.

You can use the filters to help you find the student. 

Your search results display.

Select the student from your search results.  

Notes –   

• For students who still need to enrol but are expected to start later, find their details in Student profiles > Future students. 
• For students who have graduated or moved to another school, find their details in Student profiles > Past students. 
• If a student doesn’t exist in the system, you can add them: 
• Add a current student 
• Add a future student 

Add a debtor account

When you've found the student, do the following if you need to add a debtor account:

1. Select the student. 
2. Select Billing.
3. In Debtor accounts, select Add to create a new debtor account.
4. In Add account, you can create a debtor account in two ways: 

• Create a new debtor account using new contacts 
• Create a debtor account using existing contacts 

The debtor account you've created appears in this student’s list of debtor accounts.
Next, you can add billing adjustments for this student profile.
 

Edit a debtor account

When you've found the student, do the following if you need to edit a debtor account:

1. Select the student. 
2. Select Billing.
3. In Debtor accounts, select the 3 dots icon for the debtor account that you want to edit. 
4. Select Edit to edit a debtor account. 

You can now edit any of these fields:

5. When you’re done, select Save. 

You've now edited this debtor account.

Next, you can add billing adjustments for this student profile.

Delete a debtor account

When you've found the student, do the following if you need to delete a debtor account:

1. Select the student. 
2. Select Billing.
3. In Debtor accounts, select the 3 dots icon for the debtor account you want to delete. 
4. Select Delete to delete a debtor account. 
5. Select Save. 

You've now deleted this debtor account. 

Next, you can add billing adjustments for this student profile.