Invoicing - Credit & Reinvoice

Once the Bookings have been Invoiced, further changes to the Enrolment can with either generate a Change Invoice (for the difference) OR reverse the original Invoice (with a Credit OR CRE-XXXX) and then a new invoice (INV-YYYY) with all the Bookings (inside the Enrolment) - reversing all the transactions with a Credit document, and generating a new Invoice (for all the booking in the Enrolment) is called ‘Credit & ReInvoice’.
Whether you create a difference Invoice or a Credit and ReInvoice is controlled by the Credit and ReInvoice tickbox at the top of the Enrolment Details area.
This setting defaults to ticked (ON) if todays date is prior to the Enrolment Start Date (i.e. the student has not yet started their first course) and is unticked (OFF) if todays date is after the Enrolment Start Date (i.e. the student has started their first course).
The rationale for the default, is that prior to arrival, the student, agent or company usually prefers a ‘fresh invoice for everything’ regardless of the number of booking changes, but once the student has commenced their course, would usually want an invoice for any differences in the change in their Enrolment.

When Credit & ReInvoice is applied, if the original invoice is not already allocated to a Receipt, Schoolworks will automatically allocate the original Invoice to the new Credit.

In order to keep the finance as simple as possible - and so credit controllers know which invoice(s) to chase, it very important to ensure the correct use of Credit and ReInvoice.
For example, it may be that a late change is made to the students Enrolment after the student starts but it is desired by the Student, Agent or Company to have only one invoice to pay - in particular if they or the Agent or Company have not paid yet - so there may be cases where you should overide the default behaviour and to tick the Credit & ReInvoice tickbox.

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