Issue Payment Request - Manual

Payment Requests are notices which are sent to students, requesting payment for some aspect of the student's study. These are usually for a fee of some kind which isn't covered by the course fee. 

Alternatively, if you do not wish to automate course fees by defining a payment schedule or a full upfront fee, you can manually issue payment requests to students for their course fees.

Payment requests can have blocking enabled, meaning that an overdue payment request can stop the student's access to study and learning content until it is paid.

NOTE: Manual payment requests can be sent to all students regardless of whether they were enrolled before or after your payment activation date

How to Create Manual Payment Request(s)

1. A manual payment request can be created from the advanced student editor. See this help page for more information on navigating to the advanced student editor.
   
   
2. From the Links & Tools menu, click the payment request button
   
   
   
3. Click the add new button to create a new payment request
   
   
4. Select which student/s the fee applies to. If there are multiple students in this booking a payment request can be sent to all students, otherwise you can select an individual student in the drop down list. 
   
   
   
5. Choose the payment request description from the drop-down list. 
   
    
   
   
   • Enrolment fees - a payment relating to the student's study.
   • Course commencement fees - a payment to be made before the course can be commenced.
   • RPL fees - to be paid before a submitted RPL claim can be assessed.
   • Enrolment extension fees - for students requesting extra time to complete their studies.
   • Course instalment fees - to be paid part-way through a student's studies.
   • Course switching fees - for switching the student from one course to another.
   • Cancellation fees - fees for cancelling the student's enrolment.
   • Certificate re-issue fees - for re-sending the student's course certificates.
   • Other fees - add custom text to describe these fees.
     
     
6. Populate the payment amount (excluding tax). 
   (NOTE: If you have defined fees for certificate re-issue, course switch and course cancellation in setup > billing settings under default pricing, these amounts will populate automatically when the corresponding description is selected in the drop down box)
   
   
   
   
7. If applicable, stipulate the tax rate which will apply to the payment
   (this will be added to the pre-tax amount above).
   
   
8. Enter the payment due date by typing into the date field, or click on the calendar icon to select date from pop-up calendar. If required you can clear the date from the calendar pop-up. 
   
   
   
9. (Optional) Enter a grace period, which allows the student to continue to access their course and learning content when due date of the payment has elapsed.
   
   
10. Enrolment blocking - choose whether the student will be blocked from accessing their course and learning content if the payment request is not paid in the required timeframe (the due date of the invoice - plus any optional grace period granted)
    
    
11. Now that the payment request details have been populated, click the save button. This will immediately send the payment request to the student and the completed payment request will be visible in the list.
    
    Click Previous Requests to cancel the payment request you are currently creating and return to the previous screen showing any existing payment requests