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 make changes to Enrolments when using the Pay by Instalments feature for instalments.
Case 1 - A student finishes the course before the course end but has already paid some of the instalments.
-If there are instalments left to pay, they are refunded
-If it's during the last instalment, no refund
Case 2 - A student starts after the course start or instalment during a particular instalment period.
-The first instalment they have to pay is manually edited
-Previous periods need to be ignored/zeroed.
Case 3 - A student would like to change the way they pay for the course, i.e. switch instalment type for example from termly to monthly.
-Edit or cancel the original booking and some of it's already been paid via the partial invoice system, if it will then cancel everything or just the unpaid part. As my initial thought was that we could then add a new booking