03 March 2025

Manage a Withdrawal

To manage a withdrawal in the Enrolments module, select 'Withdrawn' from the Progress Code drop-down field in the Enrolment Details section.

'Withdrawn' selected from the Progress Code drop-down

The Withdrawal Wizard is displayed, which is comprised of the following screens:

When a withdrawal has taken the place:

  • Any new EFTS value is entered in the EFS Factor field on the Special Details tab. If a value already exists, it is overwritten.
  • All affected non-invoiced fees are adjusted. All affected invoiced fees have a credit note generated.
  • The appropriate admin fee is charged.

    This must have been specified in the Default Fee type for withdrawal admin institution setting (on the Enrolments screen).