How To: Invoices



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Raising an Invoice for an individual Delegate

  1. Navigate to the the appropriate Course DataGrid.


  2. Right-click on the Course and select Delegates from the context menu.




  3. Right click the Delegate on the Delegate Maintenance DataGrid within the course date.


  4. Click Generate Invoice from the context menu.






  5. This will launch the Mini Invoice Generator. From here you can choose to include Fees and manually set the date the Invoice is due:



     

  6. Select Generate. You will be asked to confirm if you would like to create a Temporary Invoice


  7. Click Yes.



How to Commit an Invoice

  1. Navigate to Finance, and select Invoices from the drop-down. You will be taken to a DataGrid displaying all of the Invoices currently in the platform.





  2. Once you have found the Temporary Invoice, right click on the record and select Commit from the context menu.


  3. To view the Invoice and its details before you commit, you can select View from the context menu. 





  4. You will now find that the platform generates a unique Invoice record and reference for this Invoice.

How to view an Invoice

  1. Navigate to Finance > Invoices.




  2. Within the Invoices DataGrid, right-click the Invoice you wish to view and select View from the context menu.






  3. This will open up the Invoice Maintenance area, and also you can see what the Invoice looks like.


  4. From here, you can navigate to different areas for this particular invoice, such as any Transactions made against it, and any Workflows or Communications relating to it.