Mani Gill

Applicant Dashboard – New Invoice Due Date Column on Financial Tile

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We are excited to announce a recent enhancement to our Applicant Dashboard’s Financial Tile – the addition of a new column called “Invoice Due Date.” This column will provide you with even more transparency and convenience in managing your financial information.

With the Invoice Due Date column, you can now easily view the due dates for the invoices at a glance. This will help you stay on top of your financial obligations and avoid any potential late payment issues. By having this crucial information readily available, you can plan the payments more effectively and ensure a smooth and timely financial process.

Invoice Recreation Changes

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In this recent update, we are excited to introduce improvements to the invoices recreation feature in TEAMS. Previously, you were limited to viewing the dates and amounts for invoices on the recreation screen. However, with our latest enhancement, we have added a new capability that allows you to make changes directly to the invoices.

Now, you have the flexibility to edit both the date and the amount associated with each invoice, providing you with greater control and convenience in managing your invoicing processes. This enhancement aims to streamline your workflow and make it easier for you to handle any necessary adjustments to invoices, ultimately enhancing the overall user experience and efficiency within TEAMS.

NOTE – we have seamlessly integrated the invoice recreation process into the Application creation process within TEAMS. Now, while creating applications, you can conveniently access the invoice recreation feature directly from the Application Dashboard. You can recreate invoices and make any necessary adjustments directly from this Enrolment Dashboard > Student Financial Details Screen > Invoice Recreation.

How to send Pay Request Email for Invoices?

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1. When you are on the Application Dashboard or Enrolment Dashboard > Student Financial Screen, you need to select the pin payment icon as shown below from the student financial screen.

2. Upon selecting this icon, the system will show you a pop window namely Online Payment Request where you will be presented with two radio buttons:-

Total Invoice Amount – This radio button will show you the total amount of the invoice.

Other Amount – This radio button will allow you to add payment amounts as per your need.

3. Once, you have selected your desired radio button, select the Send Email button and then you will be directed to Compose Email screen. When you are on the Compose Email screen. Select the Template type for the pin payment that you have customised from the email template entry screen. As you can see below the email template type has been selected as Payment. once you have selected it select the send button to send the email.

4. Once the email has been sent to students, they will receive a unique link as you can see in the below email screen shot.

5. This is how the browser will open when the student selects the link.

6. Once the Student paid the invoice online then you will receive a receipt as below:-

How to setup Pin Payment Email Template in TEAMS

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To set up an Email Template for Pin Payments you need to follow the below steps

1. Go To TEAMS > Main Dashboard > System Admin Menu > Email Template Icon.

2. Select the +Email template Button on the Email template Welcome Screen.

3. On the Email Template Entry Screen, you need to select the Email Title and Email Subject (please note that these two are mandatory to select and they can be left blank). On the other hand, you need to select Template Type and available Merge Field from their respective dropdowns.

Template Type – While creating the template for Pin Payments, you need to select the template from the dropdown as Payments.

Available Fields – This is an important and mandatory merge field PaymentURL and you can select it from this drop dropdown. (Please note that when you select this merge field while creating the email template and then send the email to students then TEAMS will generate the unique URL where students can click pay online).

4. Once all the above steps are done, select the Save button to save the Email Template.

Pin Payments Integration

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Our team has been hard at work to bring you a seamless and efficient experience, and we are excited to unveil our latest feature: the Integration of Pin Payment!

This integration marks a significant milestone for us as it allows us to streamline your payment processes, making transactions easier, faster, and more secure than ever before. Pin Payment is a trusted and widely recognised payment gateway that ensures a smooth and hassle-free payment experience for your students and clients.

There are some of the key benefits of our Pin Payment Integration-:

  • Effortless Transactions: With Pin Payment integrated, your students can now make payments directly online. This means no more redirection to external payment portals, ensuring a frictionless and convenient payment process.
  • Enhanced Security: Pin Payment implements top-notch security protocols, safeguarding sensitive payment information and reducing the risk of fraudulent activities.
  • Simplified Record-Keeping: Our system will automatically record and organise all payment details, saving your administrative staff valuable time and effort. 
  • Increased Trust and Credibility: By integrating Pin Payment, we demonstrate our commitment to providing you with the best tools and services. This partnership enhances the credibility of your RTO, fostering trust among students.

NOTE – We understand that adopting a new payment system can be both exciting and challenging. To ensure a smooth transition, our dedicated support team is ready to assist you every step of the way.

IMPORTANT – Before you send a Pin Payment email to students, it is recommended to create a Pin Payments Email Template in TEAMS.

Please select the link below to know more about on how to create email template for Pin Payment and how to send pay request email for invoices.

How to setup Pin Payment Email Template?

How to send Pay Request Email for Invoices?

Student Dashboard – Current & upcoming and Historical Enrolments Tiles Changes

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We have recently implemented significant enhancements to the Student Dashboard, particularly to the Current & Upcoming Enrolment tile and the Historical Enrolments tile. With these updates, you can now enjoy increased flexibility in accessing important information.

One notable improvement is the ability to view enrolment outcomes directly from the Student Dashboard, providing a quick overview of a student’s current status. Additionally, we have included the campus code for each enrolment, and by simply hovering the mouse over the code, a tooltip will display the corresponding campus name. This makes it easier and more efficient for you to access vital enrolment details without the need to navigate to the Enrolment Dashboard. Whether it’s a student’s course withdrawal or an updated outcome, all pertinent information can now be readily accessed from the Student Dashboard.

Documents Log – Preview Icon

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We are excited to announce a recent enhancement to our Documents log screen—a new Preview Icon. You can access the documents Log screen from Applicant Dashboard, Application Dashboard, Student Dashboard, Enrolment Dashboard etc. This exciting addition allows you to have a more streamlined and efficient document management experience. With the Preview Icon, you now have the convenience of viewing your documents before downloading them. Simply select the Preview Icon and a new window will open, displaying your document in its entirety.

IMPORTANT – The Preview Icon is specifically available for PDF documents and various image formats, offering you the ability to seamlessly access and review these types of files without the need for downloading or opening them in separate applications. However, please note that the Preview Icon will not be visible for Word or Excel file types.

Payment Due Listing Screen – Changes

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We are excited to announce some significant enhancements to the Payment Due Listing screen, aimed at providing you with more valuable insights and improving your overall experience. The new changes include the addition of a new column named “Enrolment Outcome.” This column is specifically designed to display the enrolment outcome of the updated enrolments on the Edit Enrolment Details Screen. With this new feature, you can easily track and understand the outcome of each enrolment.,

Furthermore, we have introduced a helpful “Sort By” option for the Agent Name. When you choose to sort by Agent Name from the Filters on the screen, the system will automatically display an Agent Name tooltip when you hover your mouse over the Agent Code in the Agent Column. This tooltip functionality allows you to quickly access additional information about the agent, providing you with comprehensive details right at your fingertips.

Student Holiday Report – New Email Address Column

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We are happy to announce the latest improvement to our system—a new column has been introduced, called “Email,” specifically dedicated to displaying the student’s email address in the Student Holiday Report. With this recent addition, managing student information becomes even more comprehensive and efficient. Now, within the relevant interface, you can easily access and view the email addresses of all students, making communication and contact more convenient than ever before.

Marketing Dashboard Tiles Optimisation

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The Marketing Dashboard has a significant improvement with the addition of a new refresh icon to various Tiles. This new refresh icon empowers you to effortlessly update and retrieve the most current and relevant data within these sections. This latest update brings greater convenience and efficiency to the marketing tiles. Now, when you access the Marketing Dashboard, you will notice the presence of the refresh icon alongside the Summary, Intakes, Programs, Short Programs, Agents, and Account Managers Tiles.

IMPORTANT – An important addition to our recent updates is the tooltip feature associated with the refresh icon. When you hover your cursor over the refresh icon, a tooltip will be displayed, providing you with the date and time of the last refresh. This tooltip serves as a valuable reminder of when the data was last updated, ensuring that you have access to the most recent information.