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  • It is possible to manually amend the price of the first instalment if you require to charge the student a lower amount for any portion of the period missed.Click Edit next to the relevant instalment and change the Unit Amount field, then Save

    • Please see this article for further details on manually editing prices.

    • NOTE - if the Enrolment is repriced for any reason in future (further change of bookings, dates, options etc), then this manual amendment will be cleared and will need to be re-entered.

  • Invoice the instalments as usual.

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  • Student subsequently ends their course early (in April).

  • Go into the Booking, change the end date.

  • The remaining unposted instalments are no longer displayed.

  • The final instalment amount can be manually edited if required.

    • NOTE - it’s fine to ignore the new unposted CreSale and Sale lines for the instalments already paid.

  • Go ahead and invoice the remaining instalments as normal.:

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  • If the student has already paid for the instalment in advance and cancels early, post the CreSale line for that instalment to create a Credit Note. This can then be used to process a refund for the student.

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