Use the Debtor tab to:
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ID area fields and buttons
Fields
Field | Description |
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Debtor ID | Debtor's Synergetic ID. Note: The debtor for the student defaults to the primary contact. |
Student Billing | Whether student billing or family billing applies to the student. The Student Billing field is:
Student Billing Use student billing to create a different billing arrangement for each student. This is useful:
The Debtor ID and Student ID are both used to define the debtor account, when either:
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NICHE Debtor Code | Debtor code for this student if the debtor was set up in Synergetic's predecessor, NICHE. |
Buttons
Button | Description |
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Select a community member who is not the primary contact for the student. The Debtor ID and debtor details are updated based on the selected debtor. Note: Take note of the current debtor details before making changes. You cannot discard changes to the Debtor ID. | |
or | You can select to bill by student or family.
Setting student billing To change from family billing to student billing:
Setting family billing To change from student billing to family billing:
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Debtor Names area fields and buttons
Fields
Field | Description |
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Name | Debtor's name. The debtor's name can be overridden, if required. For example, the debtor may need the statements in their company name for tax purposes. See Overriding the debtor's name in the Debtors manual. Note: If the debtor has not yet been created or you do not have permission to access the finance database then the community name is displayed. |
Address | Debtor's address. |
Phone BH | Debtor's business hour's telephone number. |
AH | Debtor's after hour's telephone number. |
Mob | Debtor's mobile telephone number. |
Primary Person Only | Select to address mail to the primary person only. Note: You can maintain the Address mail to primary person only field on the Debtor tab in Debtor Maintenance. See Debtor Maintenance - Debtor tab in the Debtors manual. Tip: If the student's costs are paid by more than one debtor, select the debtor who pays the miscellaneous charges as the primary person, not the debtor who pays the tuition fees. |
Buttons
Button | Description |
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Launch the Community Maintenance window for the selected debtor. See Maintaining community members in the Community manual. | |
Launch the Debtor Maintenance window for the selected debtor. See Maintaining debtors in the Debtors manual. |
Other area fields
Field | Description |
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Tuition Variation Type | Type of debtor to include or exclude from the auto tuition run, if required. For example, full-fee students generally receive a different charge than other students. If a tuition variation is defined on any student records, these students become part of their own billing group for automatic charges. For NZ MOE roll returns, a Tuition Variation Type is defined for an international fee-paying (FF student type) or a NZ Agency for International Development [NZAID] student (FE student type) who is being charged for tuition for the academic year or a proportion of the year for which the student is enrolled. For details on student types, see Current Student Maintenance - NZMOE tab (Roll returns). |
Special Billing Type | Code used for special billing. For example, New Students. Note: You can start a special auto tuition based on this flag, which can then be cleared automatically. This feature is typically used by organisations that bill significantly in advance. |
Daily Sale Credit Limit | Debtor's daily credit limit, if applicable. Note: A warning is displayed in Sales entry if the student exceeds the nominated amount. You can override the warning if required. |
Flags area fields
Field | Description |
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Full Fee Paying | Select if the student is paying full fees. |
No Sibling Discount | Select if sibling discounts do not apply for this student. Note: Sibling discounts reduce tuition charges based on the family position. |
Allow Auto Tuition | Clear to stop automatically applying tuition fees for the student. This feature may be needed if the debtor has paid in advance and those charges have already been applied. |
Allow Auto Charges | Clear to stop automatically applying automatic charges for the student. The student is put in the Not to be charged grid of Auto Charges, with *No Auto* beside the entry. You can then choose to include them at that point. See Automatic Tuition in the Debtors manual. |
Receives Split Payment Charges From area fields and buttons
Fields
Field | Description |
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Debtor ID | Debtor's Synergetic ID number. |
Debtor Name | Debtor's name. |
Reference | The students attached to the debtor. |
Fee Cat | Fee category. The fee category is defined against each fee code. See Debtor Fee Maintenance - General tab. |
Percent | Percentage of the fee paid by the debtor, if applicable. |
Amount | Amount of the fee paid by the debtor, if applicable. |
Buttons
Button | Description |
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Launch Debtor Maintenance for the selected person. |
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