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  • Typically the whole enrolment uses the same invoice method, but it is possible to adjust this on each booking if required.

  • To change the Invoice Method of the whole Enrolment, go to Edit Enrolment Details at the top of the Enrolment.:

  1. Select Lookup to search for the Agent and/or Company, if not already linked.

  2. Choose the appropriate Invocie Invoice Method.

  3. Press Update. This will change ALL bookings on the Enrolment to that Invoice Method.

    1. If the Enrolment has already been invoiced to different Accounts, a Credit Note will be raised to clear any invoices, and new unposted finance will be displayed on the correct Account, ready to be invoiced.

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  • To change the Invoice Method of one particular Booking, edit the Booking and change the Invoice Method field. For more details, please see the article on the Enrolment Booking Finance Details panel.

  • NOTE: if there is an Agent involved in any Booking, the Agent should be linked to the Enrolment through the Edit Enrolment Details screen. It is not possible to have a Student Direct Enrolment with an Agent related booking.

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