The Partial Invoice button is for use in two scenarios:
To invoice ONLY for a deposit and not the whole Enrolment. For more information on this, please see this article.
To invoice ONLY for an “instalment” of the Enrolment.
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NOTE: The Partial Invoice button should not be used for any other purposes. The main Invoice button will deal with all other cases.
This article outlines the steps required to
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use the Pay by Instalments feature.
NOTE:
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the PriceItems need to be
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Adding the Bookings
Create a new Enrolment and add all the required Bookings (Course, Accommodation etc) as required.
Add a Sundry Booking using the Deposit service.
It is possible to adjust the amount of the deposit by manually adjusting using the Edit button in the Enrolment Finance Details panel.
The total value of the Enrolment will be increased by this deposit amount - this is fine at this stage.
When all Bookings are added, Save Changes at the top of the Enrolment.
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Partial Invoicing
Press the Partial Invoice button at the top of the screen.
This will present a dialogue box with the list of Bookings on the Enrolment.
Tick the Deposit Sundry Booking line only.
Check the amount in the Invoice button at the bottom of the box; if OK, then press that button.
Press Cancel to back out of the process and make any changes as required.
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An invoice will then be created for the deposit amount only.
The rest of the Bookings will remain unposted.
Creating Documents
It is now possible to create an invoice document (which is for the deposit only) to send to the customer.
If you require, it is also possible to create a proforma document which will list all the unposted bookings.
It is possible to make any changes you require to the unposted bookings without affecting the deposit invoice. These changes will then appear on any further proforma documents created.
Invoice Document
Proforma Document
It is also possible to post a receipt and allocate against the deposit invoice.
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Invoicing the Full Enrolment
When you are in a position to invoice the rest of the Enrolment:
Open the Enrolment
Cancel the Deposit Sundry Booking by pressing Cancel on the left of the booking line.
Press Save and Reinvoice at the top of the screen.
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This then invoices for the remaining unposted bookings but reduces the total amount owing by the deposit amount.
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Generating an invoice document for the new invoice shows all of the bookings, but reduced by the deposit amount leaving the remaining amount outstanding to pay:
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configured in a specific way to allow this feature to operate as intended.
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