News & Updates

Quickly Record Multiple Installments

By Paolo Dona — Jan 23, 2012

As covered in a previous post, NiftySchool allows you to track outstanding payments from your students.

Many schools record a number of future payments in one go, so that they can track when each installment is due and their total amount.

This happens often for students who are enrolled for a long period of time and don’t want to pay the whole course upfront.

For example a student enrolled for six months might pay in six separate installments, once a month.

While tracking these payments is possible, the process of recording future installments is a tedious task if you need to enter each single payment manually.

Today we’re releasing a new ‘Multiple Installment’ feature that allows you to create a series of payments quickly.

In order to create a new series of payments, browse to a student’s file, and click the ‘Multiple Installments’ button in the Payments section:

In the following screen you can choose how many installments you need, total amounts and other default values:

Once the basic details are complete, the system will let you review each payment to amend dates, amounts and so on.

You can also mark some of the installments as already paid (useful for example to mark the first installment as paid straight away):

Once you’re happy with the details, click on ‘Confirm & Save’ to record the payments. They will appear in the student file like any other payment you’ve taken so far:

In the example above the first payment was marked as ‘paid’, so you can clearly see what’s still outstanding.

Installments are automatically recorded with a series number (eg: 1 of 3) to help you identify them in the future.

This new feature should speed up repetitive data entry, we hope you find this useful!

As usual, for any feedback/suggestions feel free to contact us at info@niftyschool.com.