E. Rescheduling Students

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    1. To reschedule a student set the student's status to cancelled, add the student to the new class and then locate the original ledger item. To locate the original ledger item you can either search for the ledger by entering in student criteria and performing a search or switch tabs to find a ledger by payer criteria. Enter in the search criteria and Click the “Search” button. The search results will be shown on a grid below the search criteria. Click the magnifying glass icon to open the ledger item.

     

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    1. Click the “Add Credit” button to in order to credit the original student fee. Enter in the amount, StudentID and Click “Save.” (Note: The credit amount is the amount due to the student for cancelling out of the original class. No funds are transferred.)

     

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    1. Click the “Add Fee” button. Enter in the new student fee amount, the new StudentID, and Select the “Student” fee type and Click “Save.”

     

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    1. If you do not remember the new student id you can Click the binoculars icon and then Click the 'Advanced Search' link.

     

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    1. Enter your search criteria and Click search. Select the radio button of the desired student in the 'Search Results' and Click 'Insert.'

     

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    1. If you do not charge a reschedule fee then you are done at this point otherwise continue with Step 5. As you can see in the ledger the original student 1109280 was charged a $250 student fee and made a payment. He then cancelled from that class and was issued a $250 credit. Later he rescheduled to another class and was issued a new student id 1109286 and charged a $250 fee for the new class. The only money that was physically transferred was the original payment from the student to the training provider. Payments and Refunds are the only trasaction types that physically tranfer monies.

     

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    1. If you charge a reschedule fee Click the “Add Fee” button. Enter in the reschedule fee amount, StudentID, and Select the “Reschedule” fee type and Click “Save.”

     

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    1. Collect payment for the reschedule fee if applicable. Click “Add Payment.” Enter payment information and Click “Charge Card” or “Save” depending on the payment collection option.

     

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    1. The reschedule fee has been added.

     

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