Debtors Overview

The Debtors module allows you to add and maintain debtor details. Use the Debtors windows to:

Record and maintain the details of the debtors responsible for the payment of student fees. Any person or company can be recorded as a debtor. Synergetic automatically checks and records the debtor's name and address on the school's main Community database. You can use a home or a business address for mailing statements.
Set up split billing arrangements by percentage or category of charge. For example, one debtor pays the tuition fees and the other pays all the other charges; two debtors each pay 50% of all charges. A spouse can be included or excluded from liability for a student's fees.
Set up debtor groups, to allow statements or balance listings to be processed at different times.
Create a fee code to define the billable activities of the school, record default values and create links to general ledger allocations. Fees can be linked to specified populations within the school, for example Year 9 students, Boarders.

Use the fee code to set up sibling discounts based on the number of children or child position in the family. Sibling discounts are applied automatically when tuition fees are charged. The description of the fee, together with additional comments entered when the charge is made, is usually printed on the family's account.

Use Fee Entry windows to:

Enter charges manually for individual students, create bulk charges for all students that meet a given criteria, and automatically process tuition fees, including processing scholarships and fee credits.
Enter individual payments, print bank deposit forms and receipts, process BPAY and phone banking payments, and record direct debit payments.
Control overdue accounts, print statements and reports, and automatically prepare overdue account letters.

You must have the Synergetic Core module installed to run the Debtors module. Other modules are available which expand the student details available to the school. They include Medical Records, Timetable and Classes (Programs) Enquiry, Assessments, and Absences/Attendances.

For more information about general debtor management, see:

How to:

Maintain details of debtors. See Maintaining debtors.
Maintain fees for regular charges, such as tuition and boarding fees. See Maintaining debtor fees.
Enter debtor charges. See Entering debtor charges.
Enter cash receipts. See Entering cash receipts.
Process electronic banking. See Electronic banking.
Process automatic tuition to create debtor invoices for selected fees and charges. See Automatic Tuition.
Apply automatic charges to charge groups of students the same fee. See Applying automatic charges.
Apply student class charges. See Applying student class charges.
Create charges for external courses. See Creating student course charges.
Create student transport charges. See Creating student transport charges.
Creating charges for overdue object loans. See Creating student overdue object loan charges.
Create charges for overdue debtor accounts. See Applying debtor overdue charges.
Apply debtor instalment charges. See Applying instalment charges.
Apply debtor interest payments. See Applying interest payments.
Transfer debtor balances from one financial database to another. See Transferring debtor balances.
Print and email debtor statements. See Printing and emailing debtor statements.
Manage letters sent to debtors when their accounts are overdue. See Managing overdue accounts.
Update student concessions. See Updating student concessions.
Add debtor constituencies for all primary (SC1) student contacts that are not already debtors. See Adding debtors in bulk.
Archive debtors whose children have left the school. See Archiving debtors in bulk.
Create payment plans for the next file year. See Creating next year payment plans.
Run key Debtor Crystal Reports. See Running key Debtor Crystal Reports.
Run key Enrolment Deposit Crystal Reports. See Running key Enrolment Deposit Crystal Reports.
Monitor debtor data using the Debtors Power BI Dashboard. See Monitoring debtor data using the Debtors Power BI Dashboard.

Online payments

You can configure online payments to allow debtors to make one-off payments and scheduled tuition payments on the Community Portal. For information about configuring online payments, see Online payments.