Create and Edit Invoices

Invoices can be created in two different ways:

Option 1: On Offer Acceptance

When an offer is accepted, enrolments are created for each item group. Instalments with the same due date in a group are combined into one invoice. Different due dates will generate separate invoices.

Please note that once the offer is accepted, offer instalments cannot be modified. Any changes must be made to the enrolment invoices.

For detailed information, refer to the following links:

• Create, Edit and Accept Offers

• Offer Instalments / Payment Plans

Option 2: From an Enrolment

Invoices can also be created at the Enrolment stage (after the offer is converted).

1. Go to the Fees tab of the Enrolment of interest.

2. Click on the New Invoice button on the grid action panel.
   A new window will open with the following sections:

   

   1. Enrolment Basic Details: Displays key information about the enrolment.

   2. Invoice Due Date: Set the due date for the new invoice.

   3. Invoice Items Grid: A grid where you can add/edit or delete invoice items.
      Through the grid, you can use the below options:

      

      1. New Item: Click on this button to add new invoice items.

      2. Refresh: Refresh the current data grid to latest values.

      3. Reset View: Reset the current data grid’s columns to the default ones.

      4. Column Chooser: Add or remove columns to and from the grid. Any changes made to the grid will be saved automatically so they will remain when you come back. Click on Reset View to reset the changes you have made to the grid.

      5. Actions panel: Execute actions on the invoice items selected within the data grid.

      6. Select Box: Select one or multiple invoice items.

      7. Total Amount Row: View the total amounts for the columns.

3. Use the Grid to add, edit, or remove items you’d like to include in the invoice.

   1. Add invoice items:

      1. Click on the New Item button, and select the type of item that you want to create. If you cannot see the item type that you intend to add, contact your system administrator to ensure the related App is installed on your system.

         For specific details on each item type, click on the respective link below. The process for adding invoice items is the same as for offer items:

         • Other

         • Insurance

         • Accommodation

         • Accommodation Arrangement

         • Airport Transfer

   2. Edit invoice items:

      1. Double click on the invoice item that you’d like to edit. Alternately, tick the Select Box for the invoice item and then click on the Edit button.

      2. Edit the details as needed.

      3. Click on Save to finish.

   3. Delete invoice items:

      1. Select the invoice item/items that you’d like to delete from the invoice.

      2. Click on the Delete button.

      3. Confirm to delete.

4. Once you’ve reviewed the items to be included in the invoice, click Submit button to generate the invoice.

Edit an Invoice

Only a limited number of fields can be updated on an invoice. To make other changes, you can apply credit transactions to reduce or offset the invoice amount. Learn more in the article: Credits

There are 2 ways to edit an invoice:

Edit an Invoice from the Enrolment Fees page

1. Go to the Fees tab of the Enrolment of interest.

2. Click on the Invoice that you’d like to edit. Then click on the Edit Invoice button in the grid action panel.

3. Modify the details as required and click on Update to save the changes.

   

Edit an Invoice from the Invoice Details Page

1. Go to the details page of the invoice of interest.

2. Click on the Edit Invoice button at the top right of the screen.

3. Modify the details as required and click on Update to save the changes.

Delete an Invoice

Invoices cannot be deleted, but you can apply a credit to reduce or offset the invoice amount. Learn more on the article: Credits