An Introduction to Payment Requests

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What is a Payment Request?

A Payment Request is issued to a Student when their Course Fees have not been paid in full and when the Student is responsible for this payment.

A Payment Request is issued to the Student via the Student Portal. Any outstanding fees must be settled before they can proceed with their training.

There are two instances where a Payment Request will be automatically created by the system and issued to a Student:

  • An Admin has enrolled a Student into a Timetable Item, and the full Course fees were not paid at the time of booking, or;
  • A Payment Scheduled has been defined, at the Timetable level, and when a Student reaches one of the previously defined moments (trigger) a Payment Request will be issued.  

 

 

Course fees unpaid

If there is a course fee defined for the booking (ie. it is not set as free or zero dollars), when the student first logs into their student portal a payment request is issued to the student for the outstanding amount.

This acts as a safeguard, and ensures a student cannot proceed until their booking is paid for.

This allows a student to self-serve, placing a payment for the outstanding course fees and subsequently gain access to their training.

 

Payment schedule

Where a timetable item has a payment schedule defined, a payment request is automatically issued to the student as the triggers for these payments are met. For more information on payment schedule see the help page on creating a timetable item.

A student will be blocked from accessing their training until the payment which is due has been successfully paid. 

 

Student Portal View

A message is issued to the student advising a payment is required.

The "open course" button does not appear, instead they see a "payment due" button which will take them into the billing section where they process their payment.

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