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Student Accounts

Student ledger lookup: open a learner account and review debit/credit lines.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/accounts

Dependencies​

  • Invoices/payments posted for the learner.
  • Record payment from here when collecting.

Screenshot​

Student Accounts desktop

Student Accounts mobile

Steps​

  1. Open Student Accounts at /finance/accounts as FINANCE.
  2. Lookup student by name, admission, or payment code.
  3. Open ledger and review Date, Debit, Credit lines.
  4. Use Record a payment or Print preview as needed.
  5. Confirm the correct learner before posting cash.

Fields and actions​

  • Lookup student / Open ledger / Record a payment / Print preview
  • Search: Name, admission or payment code
  • Columns: Date, Debit, Credit

Common mistakes​

  • Posting to the wrong twin/sibling account
  • Printing before selecting the learner