When students are paying their way through their flight training journey with loan funds, you may wonder how you can reflect those loan funds paying for the billing package they're enrolled in. Fortunately, we have a way!
When those loan funds arrive to you, you'll want to issue a credit memo to the student's account for the amount equal to the loan funds. Once that is done and the student is added to the package, you'll want to invoice the student for that package. To do that, click Billing on the left side of your screen, then select the Packages tab:
Next, locate the student's package enrollment and click Actions>Make Payment:
Then, enter the payment amount in the line item on the new sale screen. This would be the amount of the credit memo that was issued to the student's account to reflect the receipt of loan funds, then save the line item:
Click Pay:
On the payment screen, click the Account payment method, verify the amount to be paid (this is typically the radial button next to "Charge Full Amount to Account", and click Complete the Sale:
And now, the account funds have been moved over to the package!
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