How do I create an enrolment contract and apply a discount?

The enrolment contract is the centre of the module: the fees, the instalments, the claims and the guardian’s signature all come out of it.

Steps

1. Open Schools → Contracts — Figure 1 — then New contract — Figure 2.
2. Pick the student; their guardian appears automatically.
3. Set the academic year, the grade, the section and the contract date.
4. If they use transport, pick the bus.
5. Add the fee items from the ready list, and remove whatever does not apply to this student.
6. Apply a discount: a percentage or a fixed amount — a second-sibling discount, for instance.
7. Check the financial summary — Figure 3 — and save.

After saving

The contract gets an automatic number and shows three tabs: overview, fee items and instalments, with buttons to print the contract, the invoice and a promissory note.

Notes

• Only add bus fees for students who actually subscribe; it is the most repeated mistake of the registration season.
• Document the reason for a discount; a discount with no written policy will be demanded by every guardian who hears about it.
• Check the grade and section before saving; correcting them after signature needs a contract amendment.
• The contract starts as a draft, so do not chase the fees before it is approved and signed.