How to move a student to another class
NOTES:
If you wish to move a student from one class to another do NOT adjust their existing invoices or receipts
This process will manage it for you. It will:
- Move the student from the old class
- Place them in the new class
- Change details on the invoices and receipts - credit payments to new class's account category and add a note to say there has been a class movement
- Email both Tutors/convenors/co-ordinators about the move
HOW TO:
- Open the Classes List and highlight the class the student wishes to move from.
- Select Enrolled Students
- Select the student's name in the list and click the Move student to another class item in the action menu
- Select the student's New Class.
- If this process results in the student owing money to you, or requiring a refund you will need to create either a negative invoice (to give the student credit), a negaitve receipt to give the student a refund or an invoice for payjment.
- Click Save.