03 March 2025

Manage Sponsor Payments

Use the Payments section in the Organisation Management module to view, group, manage and receipt fees for organisations that sponsor the education of learners. The managing and grouping of sponsor fees is achieved through the use of invoicing, crediting of fees and the refunding of receipts.

Sponsor fees are both learner and enrolment based, and assigned to the organisation during the enrolment process. They can be assigned in a number of processes in ebs: central, including enrolments, bulk enrolments, reservations, block progressions, enrolment roll-forward and in ebs: ontrack Learner Hub.

Payments section

An asterisk is displayed on the Payments tab where there are unsaved records that require saving before being committed.

Payments tab - unsaved

The Payments section displays a breakdown of learners, along with their original and any outstanding fees that the sponsoring organisation owes the institution. You can receipt learner fees, create invoices and credit invoiced learner records from this tab.

The Payments section consists of the following:

  • Total outstanding fees owed to the institution by the organisation
  • The Learners, Invoices, Credit Notes and Receipts tabs where fees are grouped, managed and receipted
  • Learners with sponsored fees associated with an organisation (these records show the original, current, adjusted, receipted and outstanding values as a collection of learner fees in the Fee Summary grid)
  • Individual learner and enrolment sponsor fees associated with the selected learner record (these records show the original, current, adjusted, receipted and outstanding values including GST on a per fee basis in the Fee Summary grid)
  • Machine till number if associated with a till

From the Payments screen, you can: