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Finance & Invoicing
Credit Notes

Getting started

Navigate through Edulabs
Customise fields on registration form and student profile
Data importing
Add a new teacher
Add a new class
Add student to a class and generate 1st invoice
Add a teacher into a class
Understanding levels, subjects, classes and lessons
Onboarding & data importing

Student Registration

Registration Forms
Advanced Forms (Add-on)

Student Management

Leads & Enquiries
- Convert a lead to a student
- How to add a new lead
Regular Students
Trial Students
Holiday Students
Student Profile

Academic & Classes

Levels & Subjects
- Understanding levels, subjects, classes and lessons
- Add levels & subjects
Terms
- Bulk adding terms to classes
- Add / update months or terms
Excluded days
- Add excluded days (public holidays)
Class Management
Class Enrolment
Progress Report
- Using the Student Progress Report

Lessons & Attendance

Lesson Schedule
Calendar
Make-up Voucher
Student Attendance
- Attendance Marking Mode
- Mark student attendance
Lesson Booking (Add-on)
- Lesson Booking Window on Student/Parent Portal
Lesson Cancellation (Add-on)
- Lesson Cancellation Window on Student/Parent Portal
Lesson Reminders

Finance & Invoicing

Finance setup
Billing Plans
- Add or edit billing plan
Invoice Items
Subscriptions
Invoices
Payment & Receipts
Credit Notes
Deposits
Refunds
- Convert deposit into a credit note or refund
- Convert a payment into a credit note or refund
Discounts
Sales Report
- Sales report
Merge invoices

Student Withdrawal

Convert a student deposit into a credit note
Customise the fields on Student Withdrawal Form
Processing a student withdrawal request
Student Withdrawal form

Communication

Email
- Auto-sending settings for email for invoice & payments
- Update email templates
Whatsapp
Student Portal
- Select the pages showing on student portal and adjust the order
Parent Portal
- Select the pages showing on parent portal and adjust the order
- Send out parent portal login

Staff Management

Admin & Teacher Access
Teacher Portal
- Mark student attendance
Teacher Profile
- Teacher profile page
Add a new teacher

HR & Timesheets

Timesheets
- Teacher timesheets
Teacher's Pay

Reports

Sales report

System Settings

Finance settings

New Year Setup

Step 1: Promote students' level in the new year
Step 2: Add terms for the new year
Step 3: Add excluded days for the new year
Step 4: Add or clone classes for the new year
Step 5: Add the new year's months/terms into the new year's classes
Step 6: Add students to the new year's classes
Step 7: Change system's year to the new year

Add-ons

Private Lessons
- Add a new private lesson
- Add teacher availability for private lessons
Lesson Credits
Quickbooks
E-learning Module

Home
Finance & Invoicing
Credit Notes

Credit Notes

Convert deposit into a credit note or refund

Convert a payment into a credit note or refund

Apply credit note on an invoice

Convert a student deposit into a credit note

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