By default the student is the payer (he or she is the customer on the invoice) for all items, so this does not require special settings.
A payer can be assigned on the details screen of the Item to be paid if the item is active, and if the item has been settled already, it can be done on the details screen of the Paid items by selecting the option of Assign payer person. In both cases the payer can be assigned only before the invoice for the given item is issued. If the invoice has already been issued, the invoice can be cancelled by the institute only.
Only previously recorded paying partner or organisation can be assigned to items. If the student has failed to do it, he or she can do so during the process here, or on the Finances/Data and settings/Paying partner menu items too.
The fields and their meaning in the popup window:
'Private individual: The payer is a private individual
Organisation: The payer is a legal entity. If the payer is a individual entrepreneur, it must be recorded as organisation.
Selecting either choice, the system lists the private individuals and organisations that the student had recorded previously. If the student wants to select one that was not recorded before, he or she can use the buttons Add a new individual person or Add new paying organization. The institute may require a that new payer can be recorded with administrative check only. In this case some lead time should be expected while the check is done and the administrator endorses the recorded payer.
ATTENTION! The institute may specify that once a paying organization is assigned to the item by the student, the item cannot be settled with any other payment method.
A kiválasztott befizető partner után felugrik egy újabb ablak, ahol a hallgató arról tud rendelkezni, hogy a majd elkészülő számla átutalásos számlaként jöjjön-e létre.
Az átutalásos számlának akkor van jelentősége, ha a hallgató önköltségét vagy egyéb díját egy vállalat vagy más szervezet finanszírozza, és erről a részükre átutalásos számlát szükséges kiállítani. Minden más esetben üresen hagyható. A legenerált számlát később a Pénzügyek/Számlák menüponton, a Details of an item to be paid Számla adatok linken, valamint a Befizetett tétel részletei Számla adatok linken van lehetőség megtekinteni és kinyomtatni.