Curriculum
Course: Finance - Operations
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Curriculum

Finance - Operations

Lesson - Enrolment Dashboard - Financial Transactions

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Lesson - New invoice

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Lesson - Negative Invoice

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Lesson - Recreate Invoice

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Lesson - Edit Invoice

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Lesson - Add or Edit Application instalments (invoices)

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Lesson - Receipt

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Lesson - Refunds

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Lesson - Transfers

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Lesson - Agent Dashboard - Financial Transactions

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Lesson - Bonus Invoice

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Lesson - Pending Payments

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Lesson - Commission payments

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Lesson - Agent Transactions

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Video lesson

ED – Transfers

In this lesson, you will learn how to use the Transfer feature in TEAMS to move receipted payments either between enrolments of the same student or from one student to another.

You will understand:

  • How to access the Transfer screen
  • Steps to transfer a receipt to
    • same student
    • different student
  • What does the Transfer and cancel checkbox mean
  • How to delete a transfer amount

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