Billing Record Feature

Before you can use the Billing/Payment Record feature you must enable it.  To do so, click the Preferences icon on the Student Manager Tool bar, select the Register tab and enable the 'Use Bill/Pay Reg type' preference.

Note:  this is a global preference—it will effect all users in the system.  In addition, you must have administrator level user (level 6) in order to enable/disable it.

When enabled, you’ll see a new field in the center of the registration screen called "Billing Record:

When a user checks the record as a Billing Record, several components of the registration routine are effected:

• A "Billing Record" message appears to the left of the Billing Record check box.

• The CEUs, Hours, and Credits fields are zeroed out and the Grade field is blanked.

• Registrations marked as billing records are NOT counted in the enrollment number for the class.  Billing records are identified as ‘PAYOR’ in Student List, and Enrollment Counts do not include records identified as ‘PAYOR’.

• Registrations marked as billing records are not included in the Courses Taken count on the individual’s name record.  When viewing courses with the Courses Taken button, the course is displayed with the status of "Payer".

• In most reporting areas, billing records are NOT reported.  To include them in your report, check the Include "Billing Only" Reggies option on the report area’s Report Options screen.

• Course Rosters do not include records identified as billing records.