View all Delegates that have not yet been Invoiced

Steps to view all Delegates that have not yet been Invoiced

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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.

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Follow this page to learn the steps for viewing all Delegates that have not yet been Invoiced.

Create your Filter & view Delegates

Search & view your Delegates

These steps will help you search and view your Delegate

1. 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

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2. This will open the corresponding DataGrid

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3. Within the DataGrid, click the 'Filters' dropdown and select the 'Create New' option

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4. Using the drop-down options, create a filter for 'Invoice Status - Is Empty'

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5. Add a name to your new filter and press the ‘Save’ button

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6. This will now show all Delegates that have not been Invoiced

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7. Complete steps 2 to 5 within the other Delegate SmartGrid

FAQ’s

Can I share my new filter?

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.

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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?

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.

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