Allow specific customers to be Invoiced instead of having to pay up front

Steps to provide customers with the option to be Invoiced

1 Update the exclusivity for Invoices
2 FAQs

Related Help Guide Pages

Enabling payment methods

Invoicing

Learn how to allow specific Customers to be invoiced instead of paying upfront

Do you need to let certain customers pay by Invoice instead of up front? This guide shows you how to set that up for approved customers so an Invoice is generated at the time of booking and ready for payment to be processed later.

This page will take you through the steps to provide the ‘Invoice’ payment method to specific customers.

Please Note

This process is only available to Users with Super Administrator platform access.

Update the exclusivity for Invoices

Follow these steps to change which Users can select ‘Invoice’ when they are completing a booking

Open the ‘Administration’ menu from the Profile options at the top-right of your platform
This will open the Administration menu
Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and Payment settings
This will open the Account Finance Options form. This page allows you to manage your Invoice and Payment settings
Check that the ‘Active Account’ is the correct Training Provider
Scroll down the page to the ‘Transaction Methods’ section
Check the tick box next to the ‘Invoice’ option to ensure it is enabled

Please Note!

If ‘Invoice’ isn't available, please get in touch with a member of the accessplanit team to add this to your platform

Click the ‘Exclusivity’ next to the Invoice Option
This will open the ‘Exclusivity’ pop-up box
Next to the ‘Accounts’ section, click the ‘Add Account’
This will open another pop-up box with a list of all your Accounts. Select the Account(s) you wish to allow Invoice Exclusivity
Click the ‘OK’ button to save your changes
This will now list the Accounts under the Account section

Please Note!

Any one of the criteria above needs to be met; for example, if it is exclusive to ‘Account A' and 'Training Admins', then both Training Admins and people employed by 'Account A’ can use the payment method 'Invoice'