Versions Compared

Old Version 2

changes.mady.by.user Richard Turnbull

Saved on

compared with

New Version Current

changes.mady.by.user Richard Turnbull

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

  • Unposted income = any income that has not yet been invoiced.

    • Proforma documents display unposted income.

  • Posted income = any income that has been invoiced.

    • Invoice documents display posted income.

Unposted Finance (before invoicing)

>>>

Pressing Invoice at the top of the screen - invoices ALL bookings on the Enrolment.

Posted Finance (after invoicing)

Image Added

  • No invoice number.

  • Possible to still edit Bookings without any financial “audit trail”.

  • Typically used before the student is certain about their booking choices, dates, length of stay etc.

  • Multiple proforma documents can be generated to send to the customer to show the costs.

Image Added

  • Invoice Number (Finance Reference) assigned.

  • Not possible to edit the invoice once generated as it is a legal transaction.

  • Still possible to edit Bookings, but there will be a financial “audit trail” of credit notes and further invoices to reflect any changes.

  • Used when the customer is certain about their booking choices, dates, length of stay etc.

  • For more information on Invoicing, please see this article.

  • If Partial Invoice is used, there may be a combination of unposted and posted income:

Unposted Finance (before invoicing)

>>>

Using Partial Invoice button to invoice the Course Booking only.

Posted and Unposted Finance (after partial invoicing)

Image AddedImage Added

  • If any changes are made to the bookings after the Enrolment has been invoiced, the changes will show as unposted until the enrolment is invoiced again.

Unposted Finance (before invoicing)

>>>

Press Invoice at the top of the screen - invoices ALL bookings on the Enrolment. Subsequent changes made to Bookings create new unposted finance.

Posted and Unposted Finance (after invoicing then making changes)

Image AddedImage Added

  • Bookings extended by 2 weeks.

  • Change will mean the original invoice is credited off, then unposted bookings will be invoiced.

For more details on Invoicing, please see these articles.

For more details on Partial Invoicing, please these articles.

For more details on Editing Bookings, please see this article.