Student Contracts
The contracts module lets you create enrollment contracts with payment plans for students. Accessible to Administrator and Manager roles.
Contract List
Go to Finance and Collections -> Contracts from the left menu.
Image 1: Student contracts list
Filtering
- Student filter
- Status filter (Active, Frozen, Canceled, Completed)
Creating a New Contract
- Click "New Contract"
- Fill details:
| Field | Required | Description |
|---|---|---|
| Student | Yes | Student for contract |
| Product/Package | Yes | Purchased package |
| Start Date | Yes | Contract start |
| End Date | No | Contract end |
| List Price | Yes | Product list price (auto-filled) |
| Discount Rate (%) | No | Percentage discount |
| Discount Amount | No | Fixed discount |
| Final Price | Yes | Total payable amount |
| Payment Plan | Yes | Cash or Installments |
| Installment Count | Conditional | Number of installments |
| First Installment Date | Conditional | First due date |
- Click "Save"
Image 2: New contract form
Payment Plans
| Plan | Description |
|---|---|
| Cash | Single full payment |
| Installments | Multiple scheduled payments |
When installments are selected, records are generated automatically.
Contract Statuses
| Status | Description |
|---|---|
| Active | Contract is in effect |
| Frozen | Temporarily suspended |
| Canceled | Terminated |
| Completed | All payments completed |
Contract Detail
Detail page includes:
- Contract information
- Installment plan and statuses
- Payment notices submitted by guardian
Image 3: Contract detail page
Allowed Status Transitions
| Current Status | Allowed Next Status |
|---|---|
| Active | Frozen, Canceled, Completed |
| Frozen | Active, Canceled |
| Canceled | Active |
| Completed | Final state |