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This section details the available options= when configuring finance settings.
Account Finance Options allows you to defi= ne your Invoicing and Payment Gateway options per training provider. You ar= e able to define your standard invoicing options, and also override some of= these for specific customers such as Invoice terms and mandatory P.Os
We don't recommend that customers do any of the following tasks, as this= can cause issues with auditing:
Deleting Invoices
Deleting Credit Notes
Deleting Payment Gateway or Credit Note Transactions
Editing the figures on an Invoice after creation
Editing the figures on a Credit Note after creation
The above can lead to incorrect Invoice Statuses, Paid/Outstanding amoun= ts, etc.
However, we can complete these tasks if required by the customer and if = we know the reason why the customer has made the request.
We should also outline the consequences of these changes, such as workfl= ows sending, being unable to audit the invoice correctly, status changes, e= tc.
If the customer has requested the above changes due to a process issue a= nd not due to human error, this ticket should be used as an exercise to sho= w the customer alternative processes or to educate on the correct methods.<= /p>
Click here to view our guide on= configuring different finance options
Click here to view a list of our cu= rrently supported payment gateways.
At the start of your implementation, your implementation manager will ne= ed to know how to configure the following options:
You can customise some of the informat= ion that is displayed or applied to Invoices and Credit Notes within your a= ccessplanit platform. The table below outlines all functions that are avail= able within this area of Account Finance Options:
|
|
Example |
---|---|---|
Purchase Tax |
Overrides the tax label. The default is VAT, but sales tax or TAX can be= used outside of the UK. |
VAT |
Tax Rate (%) |
Overrides the tax rate. The default is 20% (Current UK VAT). |
20% |
Invoice Term Days |
Defines the number of days before an Invoice being overdue based on the = Invoice term type. |
30 |
Invoice Term Type |
Defines how the platform calculates an Invoice due date, i.e. being base= d the start date of the course, or at the end of a course date etc. |
After invoice generation / After the course date |
Tax Exclusive |
Allows you to advertise your courses as tax exclusive if selected, or in= clusive if not selected. This will apply to all courses platform wide for t= he selected provider. Note this is not tax exempt. |
True/False |
Tax Label |
Provides an additional label to your course costs, such as 'inc. VAT' or= 'excl. VAT'. |
inc. VAT |
Auto-Commit Invoices |
Allows the platform to automatically generate Invoices following a booki= ng. Without this Invoices must be generated manually. Please note, if a boo= ker pays in full and auto commit is turned off, an Invoice will still be ge= nerated. |
True/False |
Message to be displayed in the footer of the Invoice |
Here you can define your own custom content to be displayed at the botto= m of your Invoices, such as BACS payment details. |
VAT Reg Number=E2=80=A6
BACS Payments payable to=E2=80=A6
Cheque Payments payable to=E2=80=A6 |
Please note: Tax Exclusivity settings can and will chan= ge the way that all of your new and existing invoices are calculated and ge= nerated. Please do avoid changing this tax settings too frequently, as this= may lead to disruptions in your finances.
Payment Method |
Enabled? |
Available to |
---|---|---|
Invoice |
Y |
Administrators & designated accounts |
Opayo (formally SagePay) |
Y |
All users |
PayPal |
N |
|
Barclays EPDQ |
N |
|
Global Payments |
N |
|
Stripe |
N |
|
WPM Education |
N |
|
Adyen |
N |
|
BACS |
Y |
Administrators only |
Cheque |
Y |
Administrators only |
Cash |
Y |
Administrators only |
Voucher |
Y |
Anyone who is issued a voucher |