The previous article already dealt with how transactions influence the display and state of payments inside the profile Financials tab, which is definitely the place to go for comprehensive student data.
But what if you want something faster and more to the point? Or what if you want broader information?
Well, we've got your back! 🙌
Payment plans widget
To be swiftly briefed on the happenings of someone's payment plan or if they have a plan at all, enter their profile and check out the profile sidebar as you scroll down to find the payment plans widget. It's always nested right below an application form.
For the sake of objectivity, this widget provides but the barest details – to be exact: if a payment plan exists or not, name, list of payments and their state.
Here's what the widget looks like when a payment plan exists:
And here's what the widget looks like when there's no payment plan whatsoever:
Simple and clear!
View all transactions received by your school
Do you want to forego the minutiae for a moment and quickly see the bulk of transactions received by your school? Be our guest! All you have to do click Apps on the sidebar and then choose Payments to access the full list. Paid application fees will also be here, by the way.
And now, last but not least…
Another thing that's also very cool is the ability to display a list of payments from inside an application or a class.
To do so:
a) Click Programmes or Applications from the sidebar and enter a class or application
b) Just scroll down to the user list and add the column Payment plans
Ta-dah! The records will show their respective financial data:
PUBLISHED: August 21, 2018
LAST UPDATED: August 21, 2018 at 2:26 p.m.