PLEASE NOTE: This learn article is for an old payment feature which will soon be retired in LRM. Learn More: Xero Integration
Once a Learner has enrolled into a Course Offer or Unit Offer within Wisenet, Administrators are able to record and enter a client’s payment transaction details.
How to View Learner Payments
- Navigate to LRM > Clients
- Go to the Learner’s record
- In the Left Navigation Bar, click on Payments. A screen will open showing Learner payments
- If no payments have been recorded yet, you will see a line for each course offer the Learner is enrolled in. Clicking on View Unit Enrolments beside each Course Offer will open up the Learner’s Unit Offers
- The Payments Summary page will be grouped by Course Enrolments or Unit Enrolments, depending on whether a payment is made against a Course Offer or Unit Offer. Click on the [+] icon beside each purchase item to view the list of transactions that have been recorded
Note:
The Total Amount Paid will not include transactions with outcomes of “Failed” or “Unknown”
How to Add a New Payment
- Navigate to LRM > Clients
- Go to the the Learner’s record
- On the Left Navigation Bar, Click on Payments
- Click on the Action Menu and Select Add New Payment
- Select the relevant Enrolment and Under the Action column, Click Pay
- Select Payment Method and complete fields
- Click on Next. Once details are confirmed, Wisenet will automatically generate a receipt number against this payment
Payment Methods
Note:
- Field “Payee Phone” -Some Learner payment transactions can be made by another person (e.g. another family member). To accurately record and track this information, when entering a transaction record enter the name of the person who is making the payment. We have also included a field for administration staff to record the payee’s contact phone number for future reference. We recommend that the Payee Phone field be used if a payment is made by someone other than the client who is enrolling.