View all Delegates that have not yet been Invoiced
Steps to view all Delegates that have not yet been Invoiced
Related Help Guide Pages
Learn how to view all Delegates that have not yet been Invoiced
Before your Courses commence, it’s crucial for you to have a clear view of which Delegates have yet to be Invoiced for their Bookings. This allows you to take steps to generate and send Invoices, ensuring all financial details are in order ahead of time. Staying on top of this process helps you maintain seamless and up-to-date records, while also preventing any last-minute issues or delays for your Customers.
Follow this page to learn the steps for viewing all Delegates that have not yet been Invoiced.
Create your Filter & view Delegates
Viewing a Delegate allows you to ensure the Delegate records are up to date and can be amended if required
Search & view your Delegates
These steps will help you search and view your Delegate
From the Main Navigation Menu, select ‘Smart Grids' and then ‘Class Delegates’, ‘Web Delegates’, 'eLearning Delegates' or 'Knowledge Document Delegates' depending on which Course type you wish to view
This will open the corresponding DataGrid
Within the DataGrid, click the 'Filters' dropdown and select the 'Create New' option
Using the drop-down options, create a filter for 'Invoice Status - Is Empty'
Add a name to your new filter and press the ‘Save’ button
This will now show all Delegates that have not been Invoiced
Complete steps 2 to 5 within the other Delegate SmartGrid
FAQ’s
Can I share my new filter?
Yes! Using the ‘Share filter’ option, you can share any filters with your Training Administrators. This only works with other Users that have the Training Administrator role only.
For more information please visit our dedicated page for sharing a filter with an Admin
Can I view all non-invoiced Delegates across different Course Types together?
Yes! This can be done by using a gadget on a Dashboard or via Report Engine using the 'Delegate' module.