payment advice -k8凯发

browse/ view/edit pa
1. browse
  1. search by pa number, student name, student id
  2. filter by year, month, statuses
2. view / edit / delete
  1. select pa on list
create new pa
1. click "create new pa"
  1. log history updated
  2. status "draft" updated
  3. pa ref. generated "pa-"
2. fill in pa information
  1. select issue date
    1. pa ref. updated "pa-yyyymmdd"
  2. select due date
  3. select branch
3. search student
  1. all credit notes auto loaded,
  2. student info card auto gen
  3. pa ref. updated "pa-yyyymmdd-studentid"
4. apply registration fees
5. add class
  1. filter classes
    1. select classes from list
      1. add to pa
6. add other payment
  1. input name (*)
    1. input amount (*)
7. credit note
  1. select cn
8. discount
  1. select discount from dropdown
  2. discount amount autofilled
9. deduction
  1. input name (*)
    1. input amount (*)
10. deposit auto loaded
11. total payable calculated
  1. total before gst
  2. 7% gst
  3. deposit
12. add remarks
13. end actions
  1. click save as draft
    1. pa content saved
    2. update status "draft"
  2. click generate pa
    1. pa paper pop up
      1. send to student
      2. print
      3. download pdf
      4. click convert to invoice
      5. if pa is new
      6. inc no, generated
      7. invoice is added to invoice list
      8. invoice status "live"
      9. if pa is edited
      10. inc no, updated (version part)
      11. invoice list updates
    2. update status "unpaid"
create batch pa
invoice list
1. browse
  1. search by rc number, student name, student id
  2. filter by year, month,
2. view / edit / delete
  1. select rc on list
  2. rc paper pop-up
    1. click convert to receipt
      1. select payment method
      2. input based on method chosen
    2. print
    3. download pdf
receipt list
1. browse
  1. search by inc number, student name, student id
  2. filter by year, month, statuses
2. view / edit / delete
  1. select inc on list
  2. inc paper pop-up
    1. print
    2. download pdf
class cards gen in pa form
1. select terms
2. input no. of additional lessons
3. total amount for class auto gen
pricing
1. regular programme
  1. filter by curriculum, programme type
  2. edit price / lesson
2. special programme
  1. filter by programme type, student type
  2. edit price / student
payment setting
1. registration fees
  1. default price
  2. waiver period
2. gst
3. deposit
payment discount
1. discount name
2. amount
credit note list
1. browse
  1. search by cn no,, student name, student id
  2. filter by year, month, credit type, statuses
2. view
  1. select cn on list
  2. credit note pop-up
    1. download
    2. print
    3. void credit note
      1. void confirmation
      2. cn status becomes "voided"
    4. void & create new credit note
3. create credit note
  1. click "create cn"
    1. log history updated
    2. status "awaiting finance action"
    3. created date (date action taken)
    4. credit type: overpaid (default)
    5. cn ref, generated
  2. search student by name / id
    1. student info card auto gen
  3. input credit note reason
  4. select receipt
    1. dropdown of receipts belonging to student
  5. input overpaid amount
  6. submit for approval
    1. credit note paper pop up
      1. print
      2. download pdf
      3. close pop-up & go back to list
    2. update status "awaiting finance approval"
class list
pa paper pop-up
1. click delete
  1. delete confirmation
    1. pa removed from pa list
2. click edit