To register a student you need to have a couple of things set up and configured. You need at least one course with pricing details, some basic details about your school like the currency, and we recommend having the taxes you want to charge ready.
Follow these steps to register a new student:
IMPORTANT: Your invoice is still a draft invoice. You can move forward with the registration process by confirming the invoice.
This is very similar to registering a new student except for the student selection step.
You have two options to register an existing student for another course:
The rest of the steps are the same as registering a new student.
Your goal is to convert most of your leads to students. You can achieve this by following up on your leads in a timely manner with the right information they need to choose your classes. Once they are ready to register for a class, follow these steps:
Learn more about lead management features for your school.
When you first create an invoice, its status by default is “draft”. Once your student pays for the invoice online or if you manually confirm the invoice, the status changes to “confirmed”.
Every invoice has a payment status. When you first create an invoice, its payment status is “unpaid”. If you record a manual payment or the student pays online, the payment status changes. Depending on how much the total amount of the invoice is, and how much the student has paid so far, the payment status will appear as “partially paid” or “paid”.
To have a full picture of your business, you need to keep your student payments up to date at all times. We strongly recommend recording the students’ payments right away at the payment moment.
After creating an invoice, you can send the invoice to your student via email and ask them to pay you online.
To send an online payment request to your students :
An email will be sent to your student’s email. The email contains a link for payment.
IMPORTANT: The invoice’s status changes automatically from “Draft” to “Confirmed” as soon as the student pays the amount you asked for.
Recording a manual payment is the way you keep track of payments if a student pays without using Demiks online payment service. Here are some examples where you would need to record a manual payment:
For all of those cases, follow these steps:
This action will automatically change the payment status for your invoice.
IMPORTANT: Your “record a payment” button may be disabled if the invoice is not confirmed or the student has already fully paid the invoice.