The
enrolment screen is the heart of the system. The enrolment functionality
is as following:
- Course selection. The operator may type part of the course name and the system will fetch all matching courses. It is particularly handy when the operator is not certain about the course;
- Once
the course is selected the operators attempts to find the customer.
Should it be a new customer, the operator may click “New Customer”
button and create one. Also the operator can edit the details of the
existing customer by clicking on “Edit Customer Details” button.
- The
course price can be discounted as well as overridden by authorised
operator.
- The
billing details can be entered here using customer’s credit card.
The
operator may add relevant notes about the particular enrolment
Once
the enrolment is completed the operator will be prompted if they wish to
print the confirmation letter as well as the invoice.
If
the customer has paid the course fee, the option to print the Receipt is
available.
The
pictures shown on all three reports are fully customisable and can be
altered in the Course setup screen Logo
section.
When
saving enrolment the operator is prompted with the dialog shown to the
left. This is an additional security feature, designed to prevent
accidental saving of the information.
Bellow
there are samples of Tax Invoice and Receipt of Payment. The logos shown
on these reports are the same as on the Confirmation letter and the
picture are set in the Course setup screen.
