Getting started

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

Student Registration

Registration Forms

Customise fields on registration form and student profile Regular Registration Form Holiday Registration Form Trial Registration Form

Advanced Forms (Add-on)

Student Management

Leads & Enquiries

Convert a lead to a student How to add a new lead

Regular Students

Parents: adding, linking students and merging duplicates Add end date for a student in a class Change of class for a student Add student to a class and generate 1st invoice Add a new regular student

Trial Students

Add student to a class and generate 1st invoice Convert trial student into regular student Add a new trial student

Holiday Students

Add student to a class and generate 1st invoice Convert holiday student into regular student Add a new holiday student

Student Profile

Delete a student Manage makeup vouchers on student profile Make changes on student profile page

About the Student Profile page Parents: adding, linking students and merging duplicates

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

Set up invoice items for holiday class Add single lessons for holiday class Add assistant teacher in the class and lessons Difference between a class and a lesson Bulk removing terms from classes Bulk adding terms to classes View the invoice items connected to the class View activity history in a class Add or update class schedule Add a teacher into a class Add a new class

Class Enrolment

Add student to a class and generate 1st invoice Add end date for a student in a class Change of class for a student View activity history in a class

Progress Report

Using the Student Progress Report

Lessons & Attendance

Lesson Schedule

Delete a lesson Changes to a lesson (date, time, classroom, teacher, lesson status) Add a student to a lesson (for makeup or trial) Remove a student from a lesson Change of lesson for a student Using the lessons page Difference between a class and a lesson

Calendar

Delete a lesson Add a student to a lesson (for makeup or trial) Remove a student from a lesson Change of lesson for a student Classroom calendar view Monthly calendar view Weekly calendar view Daily calendar view

Make-up Voucher

Makeup Voucher Setting Add a student to a lesson (for makeup or trial) Remove a student from a lesson Manage makeup vouchers on student profile

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

Add a late fee to an invoice Enable One-time Fees (Registration, Material, Deposit) Enable deposit management Edit the payment text shown on invoice Add invoice item Add a new company

Billing Plans

Add or edit billing plan

Invoice Items

Set up invoice items for holiday class Add invoice item View the invoice items connected to the class

Subscriptions

Regenerate student subscription Undo an invoice Bulk generate invoices from subscriptions Generate invoice from a single subscription Understanding student subscriptions

Invoices

Merge invoices Add a late fee to an invoice Add a discount to an invoice Add internal remarks to an invoice Void an invoice Send out invoice using Email or Whatsapp Web Undo an invoice Bulk generate invoices from subscriptions Generate invoice from a single subscription Apply credit note on an invoice Create a new invoice manually

Payment & Receipts

Void a receipt/payment Convert a payment into a credit note or refund Record payment on an invoice

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

Deposits

Convert deposit into a credit note or refund Convert a student deposit into a credit note Add or import student deposits

Refunds

Convert deposit into a credit note or refund Convert a payment into a credit note or refund

Discounts

Add a discount to an invoice Discount tiers Add or edit a discount

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

Allow teachers to mark attendance on past lessons Admin and super admin roles & permissions Add a new admin account

Teacher Portal

Mark student attendance

Teacher Profile

Teacher profile page

Add a new teacher

HR & Timesheets

Timesheets

Teacher timesheets

Teacher's Pay

Add a per lesson rate for a teacher Add hourly rate for a teacher Adjust setting for Teacher's Pay Rates Generate Teacher Pay Report Add teacher hourly or per lesson rates

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

Quickbooks

E-learning Module

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Finance & Invoicing

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Finance & Invoicing

Finance & Invoicing

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Merge invoices When will an invoice merge?

Finance setup

Add a new company

Add invoice item There are 2 types of invoice items - Regular invoice item and Smart invoice item.

Edit the payment text shown on invoice

Enable deposit management To adjust this setting, go to Settings page, and click on the Finance tab. Change the number of hours before...

Enable One-time Fees (Registration, Material, Deposit)

Add a late fee to an invoice

Billing Plans

Add or edit billing plan The purpose of billing plan is to enable students in the same class to pay a different rate. For example,...

Invoice Items

View the invoice items connected to the class

Add invoice item There are 2 types of invoice items - Regular invoice item and Smart invoice item.

Set up invoice items for holiday class

Subscriptions

Understanding student subscriptions When does system auto-regenerate student subscription?There are 4 changes that will cause the system to auto-regenerate the student subscription:Student is...

Generate invoice from a single subscription When an invoice is generated for the following month or term, it will appear under the Invoices page.

Bulk generate invoices from subscriptions When an invoice is generated for the following month or term, it will appear under the Invoices page.When an invoice...

Undo an invoice Undoing an invoice returns the invoice back into the subscription, and the status of the invoice inside the subscription will...

Regenerate student subscription When do we need to regenerate student subscription?

Invoices

Create a new invoice manually

Apply credit note on an invoice

Generate invoice from a single subscription When an invoice is generated for the following month or term, it will appear under the Invoices page.

Bulk generate invoices from subscriptions When an invoice is generated for the following month or term, it will appear under the Invoices page.When an invoice...

Undo an invoice Undoing an invoice returns the invoice back into the subscription, and the status of the invoice inside the subscription will...

Send out invoice using Email or Whatsapp Web

Void an invoice

Add internal remarks to an invoice

Add a discount to an invoice Discounts have to be added first on the discounts page, before i9t can be applied on an invoice.

Add a late fee to an invoice

Merge invoices When will an invoice merge?

Send payment reminder

Payment & Receipts

Record payment on an invoice

Convert a payment into a credit note or refund

Void a receipt/payment

Credit Notes

Convert a student deposit into a credit note

Apply credit note on an invoice

Convert a payment into a credit note or refund

Convert deposit into a credit note or refund

Deposits

Add or import student deposits

Convert a student deposit into a credit note

Convert deposit into a credit note or refund

Refunds

Convert a payment into a credit note or refund

Convert deposit into a credit note or refund

Discounts

Add or edit a discount

Add a discount to an invoice Discounts have to be added first on the discounts page, before i9t can be applied on an invoice.

Sales Report

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