Setup & Configuration
Billing Periods & Back Balance Tolerance Guide
Manage billing cycle dates, payment term cutoffs, and configure maximum allowable prior balance thresholds for enrollment clearance.
Roles: Finance Officers, Registrar Liaison·Last updated: August 25, 2026
Before You Begin (Prerequisites)
- Active Academic Period
Step-by-Step Instructions
1
Open Billing Periods & Tolerance
Go to Setup & Configuration > Billing Period & Back Balance Tolerance.
2
Set Term Payment Cutoffs
Define due dates for Prelim, Midterm, Semi-Final, and Final examination installments.
3
Set Allowable Balance Tolerance
Input the maximum prior balance amount (e.g. ₱1,000.00) that allows a continuing student to proceed with self-enrollment.
Important Business Rules & Invariants
Enrollment Gatekeeper: Students owing prior debt greater than the configured tolerance threshold are automatically blocked from self-enrollment.
Common Questions & Troubleshooting
Yes, use the Promissory Notes module to grant temporary financial clearance for eligible students.
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