Student Fee Summary  (FINF9900)

To see help about a particular feature of this screen, click on the feature in the picture below.

About The Information In This Screen

The screen is divided into four areas:

• Student Fee Summary - shows the particular fee assessment for which debt and payment details are displayed. This information is brought forward when a fee assessment record is selected and the Fee Summary icon is clicked, in either the Student Fee Calendar Inquiry screen or the Student Course Fee Inquiry screen.

Queries cannot be performed in this screen. To query another student fee assessment record, click on the Back button and select another fee assessment record from the screen to which you are returned.

• DEBT - shows debt details for the context fee assessment, broken down into components.
• PAYMENT - shows details of payments recorded for the context fee assessment, broken down into components.
• The summary area shows details of:
  • either overdue debt amounts or next payment amounts and
  • the total amount of the debt which remains to be paid.

Where To From Here?

• Return to the previous screen - by clicking on the Back button.
• Return to the menu - by selecting Exit Forms from the Action menu in the underlying screen.
• Return to the previous screen - by clicking on the Exit buttonin the toolbar of the underlying screen or by selecting Close from the Action menu in the underlying screen.

Detail in this Screen

• Student Fee Summary
  • Person ID - the identification number of a person recorded in Callista. The surname, title and given names of the person are also displayed.
  • Fee Type - the fee type of the particular fee assessment for which debt and payment details are shown.
  • Fee Calendar - the fee period in which the particular fee assessment, for which debt and payment details are shown, was made.
• Debt
  • Person Amount Due - the total amount of the fee assessment (debt) for which the student is liable.
  • Sponsor Amount Due - the total amount of the fee assessment for which the sponsor is liable.
  • Total Amount Due - the total assessed amount of the debt. I.e. the sum of Person Amount Due and Sponsor Amount Due. Discounts and payments are not included in this figure.
  • Discount Available - the calculated potential discount for paying on-time. The amount is calculated based on the defined payment schedule for the fee type/fee period. If paying by instalments and a payment is made late, no discount is awarded for that instalment and the Discount available is adjusted accordingly. The Overdue Amount is displayed and will be the sum of the original expected amount, the unawarded discount and the tax applicable to the unawarded discount.
  • Tax Amount Due - the amount of tax due. The amount shown is calculated on the Total Amount Due, less the Discount Available, and is shown for information only. Where the fee type is not taxable, the amount shown is zero.
  • Expected Payment - the total amount of payment expected when payments are made according to the student's Person Payment Schedule. It is calculated from the Total Amount Due, less the Discount Available, plus the Tax Amount Due. Where payment is scheduled to be made by instalments, the amount shown is the total of all expected instalment payments.
• Payment
  • Person Payments - the total amount of payments received from the student for the particular fee assessment, less the tax component of those payments. Callista calculates the tax component of all payments and this aggregate amount is shown in the Tax Payment field.
  • Sponsor Payments - the total amount of payments received from the student's sponsor for the particular fee assessment, less the tax component of those payments. Callista calculates the tax component of all payments and this aggregate amount is shown in the Tax Payment field.
  • Discount Awarded - The discount awarded for meeting the payment schedule discount criteria. This is provided for information only and is not considered in any of the calculated values.
  • Total Payments - The total of the amounts shown at Person Payments and Sponsor Payments. This is the total of payments made by the student and their sponsor less the tax component of those payments.
  • Tax Payment - the sum of the tax components of payments made by the student and their sponsor. Callista calculates the tax component of payments according to the tax rate specified for the fee type/fee period.
  • Total Payment - the total of Person Payments, Sponsor Payments and Tax Payment. I.e. the total of the actual amounts paid by the student and their sponsor.
• Summary
  • Next/Overdue Payment lamp - this lamp changes depending on whether or not payments are overdue. There are three possibilities:
    • If payments are overdue, the Overdue Amount and the date payment was due are displayed. If more than one payment is overdue, Overdue Amount shows the total amount of all overdue payments. The date shown is the due date of the earliest overdue payment.
    • If payments have been made on or before their due dates, Next Payment Due is displayed along with the amount of that payment. The due date of the next payment is also shown.
    • If there is no outstanding balance, i.e. the debt has been fully paid, this area of the screen will be blank.
  • Total Amount Owing - The outstanding balance of the debt. I.e. the difference between Expected Payment and Total Payment.
• Back button - clicking on the button returns you to the prvious screen.

Last Modified on 7 February 2000