Enable Invoicing for customers

Open the ‘Administration’ menu from the Profile options at the top-right of your platform Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and payment settings Make sure you have the right Training Provider selected at the top of the page within the ‘Active Account’ drop-down box Scroll down to the ‘Payment Methods’ section on the page Find the ‘Invoice’ payment method and check the box to enable it 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…

Click on the ‘Exclusivity’ link for the Invoice payment method Use the ‘Account Groups’ and/or ‘Accounts’ options to specify which customers should be able to use the ‘Invoice’ payment method Please note If no exclusivity is set, this means that there are no restrictions and all Users can use this payment method You may also wish to include ‘Training Administrator’ and ‘Super Administrator’ if your Admins will need access to the ‘Invoice’ method too! Click the ‘Update Exclusivity’ button at the bottom to close this window Click the ‘Update’ button at the bottom of the page to save all of your changes