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  • 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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  • If all appears as expected, go ahead and press Save Changes at the top of the screen.

Invoicing the Instalments

  • Once saved, there will be a Partial Invoice button at the top of the screen.

    • The button requires appropriate permissions for it to display - contact your System Administrator if you cannot see the button.

  • Press the Partial Invoice button - this will present a dialogue box for you to select which instalments you would like to invoice for.

    • It is possible to select multiple instalments if required.

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