Finance Issues

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This section is for common issues that you may encounter regarding Finance on accessplanit.

Why can't I generate an Invoice?

Click here to view a flowchart to help you diagnose this problem.

Why can't I delete a Temporary Invoice?

There may be a Shopping Basket related to this Temporary invoice that has not yet been cleared. You can search the Shopping Baskets DataGrid for the associated course and Delegate for this invoice and clear this.

If this isn't the case, please contact the Support Team via the Support Portal.

Why can't I view an Invoice?

If an Invoice exists in accessplanit, but you as a user cannot view it, then it is most likely that you do not have the correct role to be able to view Invoices under certain Accounts/Account Groups. Another Training Administrator on accessplanit, or the accessplanit Support Team, can add or edit your User Roles within the platform if you feel they are incorrect.

Why is an Invoice targeted towards a User rather than Account?

An Invoice is targeted towards a User on accessplanit when the Private Booking check box (shown below) is ticked at the final stage of the Shopping Basket, indicating that the User will be paying for the item themselves, rather than their Account being invoiced.

A Delegate cancelled a course and wants to rebook, how do I generate a new Invoice?

To do this, you will need to use the Rebooking Wizard. Click here to find more information on this process.