CUS – ST – Enrolment – Receipts

In this lesson, you will learn how to successfully import enrolment receipt data into TEAMS using the Custom Import feature.

Key topics include:

• Understanding how receipts link to students, enrolments, and invoices
• Required prerequisite imports before importing receipts
• Preparing a CSV file using the Enrolment Receipts Excel Guide
• Mandatory data rules, formats, and validation requirements
• Mapping receipt fields correctly in TEAMS
• Reviewing success, warning, and error records
• Validating imported receipts within enrolments

Accurate receipt imports ensure reliable financial balances, correct agent commissions, clean reporting, and confidence during audits.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.