Deferred Income Course Report

The Deferred Income Course Report allows you to view the deferred income for courses. Deferred income refers to payments received for courses that have not yet been fully completed, meaning some of the income is still outstanding until all sessions/classes are delivered.

How to Access the Report

Go to:

Reports → Deferred Income Course

How to Generate the Report

Step 1: Select Date

Choose the date you want to view the deferred income report for using the Date field.

Step 2: Click Submit

Click the Submit button to generate the report.

The system will display all active course-related deferred income for the selected date.

Understanding the Report Columns

Customer

Shows the name of the customer enrolled in the course.

Title

Displays the name of the course.

Examples:

• Star Fish
• Summer Camp
• Easter Camp

Price

Shows the course price or instalment amount.

Install Date

Displays the date the course or instalment started.

Next Run Date

Shows the next scheduled processing date for the course income.

Remaining Days

Displays the number of days left before the course is completed.

Deferred Amount

Shows the amount of income that is still outstanding and has not yet been recognised.

Total Amount

Displays the total value of the course booking.

Total Deferred Amount

At the bottom of the report, you will see:

Total Deferred Amount

This shows the total outstanding deferred income across all courses in the report.

Exporting the Report

To download the report:

1. Generate the report using Submit
2. Click the Export button

The report will be downloaded for further review or accounting purposes.

Example

If a customer pays upfront for a course that runs over several weeks, the full payment is not recognised immediately.

Instead:

• Completed sessions = Earned income
• Remaining sessions = Deferred income

The report automatically calculates this for you.