CONTENTS

3.1 How to Manage Student/Player/Asset Discount?

3.2 Managing Billings

3.2.1 How to Edit the Invoice?
3.2.2 How to Share the Invoice?
3.2.3 How to Delete the Invoice?
3.2.4 How to Share the Invoice?
3.2.5 How to Create a New Invoice by Auto Generating?
3.2.6 How to Create a New Payment?
3.2.7 How to Manage a Collection?
3.2.8 How to Manage Infaq?

3.3 How to Make Payment for Infaq?

3.4 View Dashboard

3.5 Reporting

3.5.1 How to Generate the Payment Listing Report?
3.5.2 How to Generate the Payment Yearly Report?
3.5.3 How to Generate the Invoice Listing Report?
3.5.4 How to Generate Yearly Statement Report?
3.5.5 How to Generate Student/Player List Report?
3.5.6 How to Generate Student/Player Yearly Statment Report?
3.5.6 How to Generate Attendance Report?

3.1 How to Manage Student/Player/Asset Discount?

Step 1: Click Players menu under Management category at the left panel.

Step 2: Click the View icon at the Action section on Players page.

* View icon

Step 3: Choose Events/Classes navigation on View Players page.

Step 4: Click Discount icon at the Action section.

* Discount icon

Step 5: Once user click the Discount icon, Event Fee Discount form will appear.

Step 6: User need to fill in the Adjusted Amount (RM) which mean the discount amount. Click Create once done.

3.2 Managing Billings

In Billings menu under Miscellaneous category, there are other 4 submenus which are Invoices, Payments, Collections, and Infaq.

3.2.1 How to Create a New Invoices?

Step 1: Click Billings>Invoices at the left panel under Miscellaneous category.

Step 2: Click New Invoice button to create a new invoice manually.

* New Invoice button

Step 3: Once user click the New Invoice button, New Invoice form will appear.

Step 4: Fill in the information needed and click Create button. Invoice Details page will appear.

Step 5: Click New Invoice Item button and New Fee Item form will appear to add the invoice item.

* New Invoice Item button

Step 6: Once user add the Fee Item, the data will be shown on the Invoice Details page.

Step 7: Click the Finalize button to update the invoice's details.

* Finalize button

Step 8: Once user click the Finalize button, a successful message will appear.

3.2.1 How to Edit the Invoice?

Step 1: Click the Edit icon at the Invoice Details page.

* Edit icon

Step 2: Once click the Edit button, Edit Invoice form will appear. Click Update button to save the changes.

3.2.2 How to Share the Invoice?

Step 1: Click the Share icon at the Invoice Details page.

* Share icon

Step 2: Once user click the Share button, Invoice Details page with Pay Now button and Download button will appear.

Step 3: At this page, user able to copy the link of the document, and share with parent to make a payment without accessing the Yuran.my system.

* link of document

https://sukanbolatampar.yuran.vip/invoice/status/e8716b87-82b4-4ff5-bdeb-90246aab82ba

3.2.3 How to Delete the Invoice?

Step 1: Click the Delete icon at Invoice Details page.

* Delete icon

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.

3.2.4 How to Download the Invoice?

Step 1: Click the Download icon at the Invoice page.

* Download icon

Step 2: A PDF file of the Invoice was ready to be downloaded.

3.2.5 How to Create a New Invoice by Auto Generating?

Auto Generating Invoice is one of the features that users able to create a bulk invoices by class. It able to create invoices for all of the students in the classes. For example, if there are 20 students/players/assets in the classes/events, then it will directly creating 20 invoices which refer to each of the students in the class.

Step 1: Click the Auto Generate Invoices button at the Invoices page.

* Auto Generate Invoices button

Step 2: Once clicking the Auto Generate Invoice button, Auto Generate Invoice form will appear.

Step 3: Fill in the information needed, and click Create button. 

Step 4: Once clicking the Create button, the Invoice details will be shown on the Invoices page directly.

Video Tutorial:

3.2.6 How to Create a New Payment?

Step 1: Click Billings > Payments at the left panel under Miscellaneous category.

Step 2: Click the New Payment button at the Payments page.

* New Payment button

Step 3: Once clicking the New Payment button, a New Invoice Payment form will appear.

Step 4:  Fill in all the information needed and click Create button once done. 

Step 5: Once clicking the Create button, the payment details will be shown on the Payments page.

Step 6: At this page, user able to download the receipt by clicking the Download icon at the Action section on Payments page.

* Download icon

3.2.7 How to Manage a Collection?

Step 1: Click Billings > Collections at the left panel under Miscellaneous category.

3.2.8 How to Manage Infaq?

Step 1: Click Billings > Infaq at the left panel under Miscellaneous category.

Step 2: Once clicking the Infaq, user able to view the Infaq details from the Infaq page.

3.3 How to Make Payment for Infaq?

Step 1: Search the link yuran.vip/infaq on the browser. 

* Example

https://sukanbolatampar.yuran.vip/infaq

Step 2: Once successful, an Infaq page will appear for user to make a donation.

Step 3: Once done fill in the information, click Make Payment button and Pay Now page will appear where user need to choose which bank to be used for making the payment.

* Make Payment button

Step 4: After selecting the bank, click Make Payment button below the Pay Now popup page.

Step 5: Once clicking the Make Payment button, it will directly link to the FPX bank sign in page.

Step 6: Sign in with the registered User id and Password and click the Sign in button.

Step 7: Choosing the Account Selection either Savings Account or Current Account. Click the Confirm button to confirm the payment.

Step 8: Once successful, the payment receipt will be generated.

Video Tutorial:

3.4 View Dashboard

On the dashboard, user able to view various types of graphic data such as the Collections, Payments, Registered Student/Player, Registered Class/Event and Pending Application.

On the Dashboard page, user also has been provided with the list of main menu as shown below.

3.5 Reporting

The following are the listing reports that available on the system.

3.5.1 How to Generate the Payment Listing Report?

Step 1: Click Payments > Payment Listing under the Reports category.

Step 2: Once clicking the Payment Listing, Payment List Report page will appear.

Step 3: At this page, user able to generate Payment Listing report by inserting the data such as Method, Date Type, Start Date, End Date, Fee Type, Event, Trainer, Player. Then, click Generate Report button.

* Generate Report button

Step 4: Click the Export CSV button to export the report into the Excel file.

* Export CSV button

* Print button

3.5.2 How to Generate the Payment Yearly Report?

Step 1: Click Payments > Payment Yearly at the left panel under Reports category.

Step 2: Once clicking the Payment Yearly, Payment Yearly Report page will appear.

Step 3: At this page, user able to insert the data such as Year and Event/Class to generate Payment Yearly report. Then, click the Generate Report button.

* Generate Report button

Step 4: Click the Export CSV button to export the report into the Excel file.

* Export CSV button

* Print button

Video Tutorial:

3.5.3 How to Generate the Invoice Listing Report?

Step 1: Click the Payments > Invoice Listing at the left panel under Reports category.

Step 2: Once clicking the Invoice Listing, Invoice List Report page will appear.

Step 3: At this page, user able to generate Invoice List Report by inserting the Year, Month, Start Date, End Date, Fee Type, Status, Event, Trainer, Player. Then, click the Generate Report button.

* Generate Report button

Step 4: Click the Export CSV button to export the report into the Excel file.

* Export CSV button

* Print button

3.5.4 How to Generate the Yearly Statement Report?

Step 1: Click the Payments > Yearly Statement at the left panel under Reports category.

Step 2: Once clicking the Yearly Statement, the Collection Yearly Statement page will appear.

Step 3: Click the Export CSV button to export the report into the Excel file.

* Export CSV button

* Print button

Video Tutorial:

3.5.5 How to Generate the Student/Player Listing Report?

Step 1: Click the Player/Student > Player/Student List at the left panel under Reports category.

Step 2: Once clicking the Player List, the Player List Report page will appear.

Step 3: Click the Export CSV button to export the report into the Excel file.

* Export CSV button

Step 4: Click the Print button to print the Payment Listing report.

* Print button

3.5.6 How to Generate Yearly Statement Report for Students/Players/Assets?

Step 1:  Click Student/Player/Asset > Yearly Statement in Reports category.

Step 2: Click the Student and Year dropdown list to filter the Student/Player/Asset yearly statement.

Step 3: Then, click Generate Report button to generate the Yearly Statement report for Student/Player/Asset.

Step 4: Once clicking the Generate Report button, you are able to view the list of yearly statement report for the specific student that has been filtered.

Step 5: To download the yearly statement report, click CSV button. Then, it will automatically download the report into excel file.

Step 6: To print the yearly statement report, click Print button. Then, it will prepare the document to be printed.

Video Tutorial:

3.5.7 How to Generate the Attendance Report?

Step 1: Click Trainer > Attendance at the left panel under Reports category.

Step 2: Once clicking Attendance, the Attendance Report page will appear.

Step 3: At this page, user able to generate the Attendance report by inserting the Year, Month, and Trainer. Then, click the Generate Report button.

* Generate Report button