Maintaining enrolment deposits
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.
- Create an enrolment deposit. See Creating enrolment deposits.
- Refund a deposit. See Refunding enrolment deposits.
- Process deposits marked for repayment. See Processing enrolment deposit repayments.
- Reverse a repayment. See Reversing a repayment.
What you can do:
What you can do… | See… |
|---|---|
Maintain enrolment deposit definitions. | |
Maintain enrolment deposits used to pay tuition fees in advance. | |
Record details of deposits received from the debtor. | |
View the details of the contact or student that the deposit is for. | |
View or update the details of the people to whom the deposit is to be refunded. This is only used for refundable deposits. | |
Record any comments about the deposit. | |
Define your own tabs or programs within Synergetic. | |
Display the last update and creation details of the deposit record. |