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Enable Invoicing for customers

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Enable Invoicing for customers

Steps to allow Invoicing

 

Related Help Guide Pages

Enabling payment methods

Invoicing

Learn how to enable Invoicing for your customers, so they do not need to pay upfront when they make bookings with you! 

Would you like to let your customers book without paying upfront? This guide will walk you through how to enable ‘Invoice’ as a billing option, allowing your customers to complete their booking and pay later! You can make this 'Invoice' option available to all customers, or restrict it to specific ones as needed.

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Follow this page to learn the steps to enable Invoicing for your customers. 

Enable the ‘Invoice’ payment method

The first step is to enable ‘Invoice’ as a payment method for your Training Provider, please note, that this step is only available to Super Administrators

  1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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  2. Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and payment settings

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  3. Make sure you have the right Training Provider selected at the top of the page within the ‘Active Account’ drop-down box

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  4. Scroll down to the ‘Payment Methods’ section on the page

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  5. Find the ‘Invoice’ payment method and check the box to enable it

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  6. If you would like ‘Invoice to be available to everyone, scroll down to the bottom of the page and click the ‘Update’ button to save your changes!
    If you would like 'Invoice’ to only be available to specific customers, please move onto the next step before you save…

Set Invoicing to only be available to specific customers

If you would like to restrict access to the ’Invoice' payment option to only specific, authorised, customers, please follow the below

  1. Click on the ‘Exclusivity’ link for the Invoice payment method

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  2. Use the ‘Account Groups’ and/or ‘Accounts’ options to specify which customers should be able to use the ‘Invoice’ payment method

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Please note

If no exclusivity is set, this means that there are no restrictions and all Users can use this payment method

 

  1. You may also wish to include ‘Training Administrator’ and ‘Super Administrator’ if your Admins will need access to the ‘Invoice’ method too!

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  2. Click the ‘Update Exclusivity’ button at the bottom to close this window

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  3. Click the ‘Update’ button at the bottom of the page to save all of your changes

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