Invoicing Changes

An expand button is added to the first column for each Payment Plan Rule to show Invoice Item Lines. 

Tuition, Resource and Other Fees will be displayed in that order.  

New fees added from the Student Fees will also display.  

A new button labelled Edit has been added on the upper right corner of the Payment Plan data table. When user clicks on this button, the display goes to Edit Mode. 

The Due Date will also now show after the Amount column. 

This is similar to adding and editing a student invoice in Student Financial tab. The key difference between the two is that on Enrolment Wizard, the invoices have not yet been created. 

On Edit mode, the New button will be available to add a new Student Invoice. 

When the New button is clicked, New Payment Plan modal will display. 

Users will need to input the following items: 

Description – Student Invoice Description  

Due Date – Date Picker 

Amount per Item Line – Should be the Amount before Discounts 

Discount per Item Line  

Once saved, the added Student Invoice will be added to the Student Payment Plan. 

The additional Student Invoice will be displayed on the Invoice data table Student page > Financial tab once the Student Enrolment is completed. 

For Editing existing Student Invoices, users can overwrite the following: 

Amount per Item Line 

Discount per Item Line 

Due Date per Payment Plan 

Discounts can only be edited on the Edit Mode. 

When the Cancel button is clicked, a warning message will appear that any changes made will not be saved. 

Continue button to cancel any changes. Close button, if otherwise. 

To Save changes, users will need to click the Continue button. 

If any Fees are overused, a message will appear notifying users of this. (More details will be discussed)  

Users will need to Confirm to Continue with the Enrolment Completion.  

Once the user has already saved the Enrolment which occurs after the AVETMISS tab, the Payment tab will no longer be available. 

An Action button has been added above the data table. 

New, Stop Automatic Charging and Bulk Update Due Date has been moved as options to the Action button. 

A new option labelled Bulk Edit has been added.  

Bulk Edit allows the editing of Unpaid Student Invoices, similar to that of the Edit Mode in Enrolment Wizard > Payment tab. 

On the Bulk Edit Mode, users can update the following: 

Due Date per Student Invoice 

Amount per Item Line 

Discount per Item Line  

Bulk Edit can only be done to Unpaid Student Invoices. If the user clicks on Bulk Edit where an Invoice is Paid, the Paid Invoice will not have editable fields. 

To save changes click on the Save button. Cancel if otherwise. 

The following will change accordingly after Bulk Edit: 

Outstanding Balance 

Amount per Invoice 

Fees Discount 

Due Date 

Item Line > Percentage 

Item Line > Amount 

Item Line > Discount 

A fee is considered underused when the changes made to a fee is less than the original amount. 

Likewise, a fee is overused when the changes made to the fee is greater than the original amount. 

During Edit, when a Fee is overused, the Student Fee will be highlighted in red. 

No such changes for underused fees. 

When the changes are saved, a message will appear to confirm with users that there are overused fees. 

On the Fees data table, the following changes will be made: 

For overused fees, Amount and Amount Invoiced will be changed according to the total of the Fee after changes. 

For underused fees, Amount remains as the original value. Amount Invoiced and % Invoiced will be calculated accordingly.