Students often request additional options after arrival and once they have started their studies.  Their invoice has often been processed and all fees paid, but they need to be invoiced for further items.  Some examples of the additional fees are:

Extra lessons
Exam Fees
Book Fees
Accommodation
Transfers
Excursions/Activities

Within the Invoicing screen of a student’s enrolment there is an option ‘Use Credit and Re-Invoice Method?’ and this can be used for producing a new invoice just for the additional fees without affecting the original invoice

There is …

This information can be reported on by using the “Enrolment Bookings” report.

Within the report you can enter the dates required, with the number of months you wish to report on.

This can then be sorted by different options i.e Schools, Agent, Territories etc.

Then the report is ran to Excel.

There is a helpsheet (no. SQL057) which covers this.  Please click on the following link to view or download helpsheet – SQL057.net Statistics – Booking Stats.doc

To cancel an ‘enrolment’ entirely you should click on Cancel Enrolment this will then show the items as cancelled.  The Enrolment cannot actually be deleted only cancelled, as this needs to be held on the system for statistical and security purposes.

There is a helpsheet (no.SQL040) which covers this.  Please click on the following link to view or download document – SQL040.net Cancelling a Student.doc

This enables you to make quick dates changes to enrolments.

The arrival/departure dates can be changed, with each booking element easily updated.

An option allows the changes not to be re-financed if required.

There is a helpsheet (no.SQL058) which covers this.  Please click on the following link to view or download helpsheet – SQL058.net Date Wizard.doc

There are several uses for this function –

Example 1) The wrong agent has been invoiced

You have booked a student and produced the final invoice.  You then realise that the wrong agent was assigned to the booking.

The Copy/Cancel function can be used to create a new enrolment which will allow the correct agent to be selected and the existing enrolment will be cancelled.

 Example 2) Booking siblings

You could have bookings for two siblings both studying the same course at the same time.  …