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.
Current Student Maintenance - Debtor tab key fields and buttons
ID area fields and buttons
Fields
Field | Description |
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Debtor ID | Debtor's Synergetic ID. |
Student Billing | Whether student billing or family billing applies to the student.
Student Billing
The Debtor ID and Student ID are both used to define the debtor account, when either:
|
NICHE Debtor Code | Debtor code for this student if the debtor was set up in Synergetic's predecessor, NICHE. |
Buttons
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. | |
or | You can select to bill by student or family.
Setting student billing
Setting family billing
|
Debtor Names area fields and buttons
Fields
Field | Description |
---|---|
Name | Debtor's name. |
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. |
Buttons
Button | Description |
---|---|
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 |
---|---|
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. |
Special Billing Type | Code used for special billing. For example, New Students. |
Daily Sale Credit Limit | Debtor's daily credit limit, if applicable. |
Flags area fields
Field | Description |
---|---|
Full Fee Paying | Select if the student is paying full fees. |
No Sibling Discount | Select if sibling discounts do not apply for this student. |
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 |
---|---|
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 |
---|---|
Launch Debtor Maintenance for the selected person. |