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 use the Pay by Instalments feature.
NOTE: the PriceItems need to be configured in a specific way to allow this feature to operate as intended. For details on how to configure Services for instalments, see this article.
Adding Bookings
If configured correctly, when adding the Booking, there will be an option of which instalment plan the student would like to use.
Please speak to your System Administrator if you cannot see this option.
Select the required instalment plan, enter the dates for the full duration of the course, and press Update to return to the Enrolment screen.
When back on the Enrolment screen, scroll down to check the Enrolment Finance Details panel has the list of instalments correctly loaded.
If they are not displaying as expected, please do not proceed and contact your System Administrator.
If all appears as expected, go ahead and press Save Changes at the top of the screen.
Invoicing the Instalments
Once saved, there will be a Partial Invoice button at the top of the screen.
The button requires appropriate permissions for it to display - contact your System Administrator if you cannot see the button.
Press the Partial Invoice button - this will present a dialogue box for you to select which instalments you would like to invoice for.
It is possible to select multiple instalments if required.
Check the amount to invoice is correct and press the Invoice button.
Use Cancel to exit without invoicing. ONLY invoice if you are sure it is the correct amount.
An invoice will be generated for the selected instalments.
It is now possible to generate the invoice document, allocate payment etc as you normally would with any invoice.
The remaining instalments are still unposted, ready to invoice when required.
Pressing the Partial Invoice button now will display only these unposted instalments:
Invoicing subsequent instalments will create a new invoice for those instalments.
