Invoice Method - definitions
Different types, adjusting by booking, illustrating how this appears by Account
Invoicing/Partial Invoicing
Difference in display of unposted vs posted finance
Relationship with documents. Definition of proforma document.
Commission - credit notes.
Making changes pre/post start
Credit Reinvoice button
Invoice Changes to Student
Defaults depending on date vs enrolment start date
Reverse and Reinvoice button
Reprice button
Making manual edits to price lines
Admin fees being bundled.
Preference to adjust Booking Finance rather than manual changes.
Cancelling a booking
Cancelling an Enrolment, cancellation fees. Before and after payment.
View Finance button
Edit Enrolment details to adjust all Enrolment vs Edit Booking Finance Details for individual bookings.
Links through to Receipting & Payments in Finance section.
Extensions and curtailments; in different scenarios of credit/reinvoice, invoice changes to student.
Enrolment credit - keeping vs refunds.
How to deal with situations where the finance doesn’t appear correct?