Consider two factors when making changes:
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These factors influence the steps to take, outlined below.
Note it is much simpler to make changes to the Group prior to creation of Student Accounts/Enrolments and prior to invoicing.
Therefore, generally wait until the group requirements have been confirmed before creating the Student Accounts/Ernolments and invoicing.
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Changes Prior to Student Account/Enrolment creation; Prior to invoicing
Adding Group Members
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Use the Edit, Cancel or “New” buttons in the Group Enrolment Bookings panel to adjust any Bookings.
Follow the process outlined in this article to assign the Bookings/Finance to the correct Group Member.
Save when finished. Note any manual changes made to the unposted finance will be reset and will need to be re-entered.
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Changes After to Student Account/Enrolment creation; Prior to invoicing
Adding Group Members
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Then the system will go ahead and run the batch to update the students. This batch runs in the background and you will be emailed when it is complete.
The Group Size on the Group Enrolment and the Group Account are updated automatically as part of this process.
Changing Bookings
Use the Edit, Cancel or “New” buttons in the Group Enrolment Bookings panel to adjust any Bookings.
Follow the process outlined in this article to assign the Bookings/Finance to the correct Group Member.
Save when finished. Note any manual changes made to the unposted finance will be reset and will need to be re-entered.
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Changes After Student Account/Enrolment creation; After invoicing
Adding Group Members
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The Group Size on the Group Enrolment and the Group Account are updated automatically as part of this process.
Changing Bookings
Use the Edit, Cancel or “New” buttons in the Group Enrolment Bookings panel to adjust any Bookings.
Follow the process outlined in this article to assign the Bookings/Finance to the correct Group Member.
Save when finished. Note any manual changes made to the unposted finance will be reset and will need to be re-entered.
Reinvoicing
Any changes made above will generate a Credit for the original invoice and unposted finance for the new invoice for the whole group.
Note it is not possible to create a “difference” invoice or credit note for a group - all changes always result in a full credit of the first invoice and the generation of a new full invoice.
Please note if any manual prices have been entered, they will need to be re-entered prior to reinvoicing.
When you are happy with the unposted finance that is displayed and are sure everything is correct, press “Update Students & Invoice” at the top of the Enrolment:
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Then the system will go ahead and run the batch to update the students and generate a new invoice. This batch runs in the background and you will be emailed when it is complete.
See also this article on invoicing changes to Groups.