Current Student Maintenance - Debtor tab

Use the Debtor tab to:

change the debtor if the debtor is not the student's primary contact
set billing options for this student and their family
set up full-fee-paying students or different arrangements for international students
suspend auto tuition fees or charges so they are not automatically applied.

To open the Debtor tab:

Select Module > Students > Current Student Maintenance from the main menu.
The Set Current Student Search Criteria window is displayed.

Tip: You can also access the current student functions by clicking
.
Search for the student. See Searching for existing students in the Current students manual.
Click the Debtor tab.
The Debtor tab of the Current Student Maintenance window is displayed.

Current Student Maintenance - Debtor tab key fields and buttons

ID area fields and buttons

Fields

Field	Description

Field

Description

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:

selected by clicking
cleared by clicking
.

Student Billing

Use student billing to create a different billing arrangement for each student. This is useful:

for blended families where more than one person is responsible for tuition fees
where separate statements are required for each student.

The Debtor ID and Student ID are both used to define the debtor account, when either:

a charge is raised against the student
debtor bulk additions is run.

NICHE Debtor Code

Debtor code for this student if the debtor was set up in Synergetic's predecessor, NICHE.

Buttons

Button	Description

Button

Description

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.

Click Set Student Billing to set Student Billing.
Click Set Family Billing to clear Student Billing.

Setting student billing

To change from family billing to student billing:

Click Set Student Billing.
The following dialog box is displayed.
Click
.

The Student Billing field is selected.
The button is changed to Set Family Billing.

Setting family billing

To change from student billing to family billing:

Click Set Family Billing.
The following dialog box is displayed.
Click
.
The Student Billing field is cleared.
The button is changed to Set Student Billing.

Debtor Names area fields and buttons

Fields

Field	Description

Field	Description
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.