Partial Invoicing - Instalments

• 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.

Open

• 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.

Open

• 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.