Finance > Financial Dashboard > Payments Due Tile > Payment Due Listing Screen

When accessing the link for a specific program code in the Payments Due Tile, the system will display a screen known as the Payment Due Listing Screen. This screen provides information on the Payments Due amounts for invoices associated with student enrolments.

It is divided into two main sections:

• Filters – The filters section allows you to customize your search for data within the grid by applying specific filters based on their requirements. This enables you to narrow down the displayed information with the desired criteria.

• Grid – The grid will display the list of all the students with overdue invoice amounts. In the grid, you will see Student Number and Student Name, Enrolment Number, Enrolment Type, Enrolment Outcome, Campus, Program, Intake/dates, Enrolment Status, and Agent details. The Invoice Number will display the overdue Invoice number, the Invoice Due Date will display the date when the invoice was due, and the invoice Amount will display the overdue amount for the listed Invoice Number, the Contact details column will show you the student’s phone number, and Account Manager will display the Account Manager linked to the student.

A new column of Student Email is added in the CSV exported from the payment due listing screen which will show the email addresses of students.

IMPORTANT – By default, the screen displays essential information based on the selected calendar option and the program for which the payments are due. The parameters section has the start date, end date, and the program associated with the selected calendar option. To access the Payments Due Listing Screen and view the specific program’s payment details, you need to select the Payments Due Tile. Upon doing so, you will be presented with a comprehensive listing of the payments that are currently due for that particular program. This screen aims to provide you with clear visibility and convenient access to relevant payment information based on your selected preferences.

Note – There is a Page Limit dropdown after the filter’s sections which will allow you to specify the number of students you want to view on a single page.

The icons under the Action column allow you to send an Email or SMS and create a contact log. Click here to learn more about the icons.

How to select students and perform various functions in bulk?

The burger menu on the top right corner of the screen allows you to perform various functions in bulk.

To do this you have to select the checkbox before the student number and choose a specific option from the burger menu.

You can send an Email and SMS, create a contact log, print letters and generate bulk invoices.