This article outlines the steps to take if a user has inadvertently invoiced the full Enrolment when they only needed to partial invoice a deposit or instalment.
...
Considerations
...
Have any of the prices been manually amended?
Has the student been placed in Classes and/or accommodation?
If placed in Classes, has attendance been logged for the Student?
Option 1 - Use Reprice button
Regardless of whether the Enrolment is current or future, and therefore whether Credit/Reinvoice is ticked or not on the Enrolment, the Reprice button will credit all existing invoices on the Enrolment with one Credit Note, then present unposted finance for all Bookings.
This option is preferred if the student has been placed and potentially attendance logged. The Bookings are not affected and therefore any placements and attendance data will remain in place.
Example: Course Booking added with termly instalment option, but invoiced for total amount:
...
Press Reprice button and press OK on the dialogue box that is presented:
Please note, any manual pricing will be lost and will need to be re-entered.
...
Enrolment Invoiced:
The Enrolment will then be in a position where the initial invoice will be credited and the instalments will again be unposted:
...
Press Save Changes.
Exit Discard Changes if the finance is not as expected and escalate to your Systems Administrator.
Press the Partial Invoice button and select the Booking instalment that should be invoiced, and press the TOTAL invoice button:
...
The original invoice for the full enrolment has now been credited off and a new invoice generated just for the first instalment:
...
The remaining instalments can then be invoiced in future as required.
Option 2 - Cancel the Enrolment and create New
If
...
the student has not been placed and there is no attendance data, it may be simplest/quickest to cancel the Enrolment and create a new Enrolment.
This will credit off any invoices already generated.
Please note, this will also cancel any placements, and any attendance data for those placements will be lost.