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.
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 use the Pay by Instalments feature.
NOTE: the PriceItems need to be configured in a specific way to allow this feature to operate as intended. For details on how to configure Services for instalments, see this article.
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Adding Bookings
If configured correctly, when adding the Booking, there will be an option of which instalment plan the student would like to use.
Please speak to your System Administrator if you cannot see this option.
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