Use the Enrolment Deposits Maintenance window to record details of enrolment deposits and repayments that you receive.
Note: You cannot receipt enrolment deposits until the prospective student has been made a future student.
How to:
- Search for enrolment deposits. See Searching for enrolment deposits (on page ).
- Create an enrolment deposit. See Creating enrolment deposits
(on page ).Anchor H_26543 H_26543 - Refund a deposit. See Refunding enrolment deposits (on page ).
- Process deposits marked for repayment. See Processing enrolment deposit repayments (on page ).
- Reverse a repayment. See Reversing a repayment
(on page ).Anchor H_12609 H_12609
What you can do:
What you can do… | See… | ||||||
Maintain enrolment deposit definitions. | Maintaining enrolment deposit definitions (on page ) | ||||||
Maintain enrolment deposits used to pay tuition fees in advance. | Maintaining fees paid in advance | ||||||
Record details of deposits received from the debtor. | Enrolment Deposits Maintenance - General tab | ||||||
View the details of the contact or student that the deposit is for. | Enrolment Deposits Maintenance - Student (or Contact) tab (on page ) | ||||||
View or update the details of the people to whom the deposit is to be refunded. This is only used for refundable deposits. | Enrolment Deposits Maintenance - Repayments tab (on page ) | ||||||
Record any comments about the deposit. | Enrolment Deposits Maintenance - Comment tab | ||||||
Define your own tabs or programs within Synergetic. | Enrolment Deposits Maintenance - User Forms tab | ||||||
Display the last update and creation details of the deposit record. | Enrolment Deposits Maintenance - Maint tab |