Create and Edit Invoices
Understanding how invoices are created and updated is crucial for maintaining accurate financial records, ensuring timely payments, and reducing the risk of errors and disputes.
Create Invoices
Invoices can be created in two different ways:
Create Invoice(s) on Offer Acceptance
When an offer is accepted, the instalments in the offer will generate the invoices on the respective enrolments.
This is how the invoices are generated upon the offer acceptance:
Offer items are grouped based on the courses included in the offer. These groups define the enrolments that will be created upon acceptance, with one enrolment for each group. Learn more about Offer Item Groups.
The instalments for each offer item are also organized within the same group, helping you identify which fees apply to each enrolment.
When an offer is accepted, the corresponding enrolments are created (one for each offer item group), and a single invoice is generated for all instalments within the same group that share the same due date. Instalments within the same group but with 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.
Create Invoice From an Enrolment
Invoices can also be created at the Enrolment stage.
While invoices for non-tuition fees can be added to existing enrolments, only invoices for course extensions related to the same enrolment can be generated from that enrolment. To generate new invoices for additional courses, new offers must be issued and accepted.
Creating invoices from an enrolment is not currently possible in Next Generation. We are working to bring this functionality in a future release. In the meantime, please use Classic (desktop app) to do so.
Edit an Invoice
Editing an invoice is not currently possible in Next Generation. We are working to bring this functionality in a future release. In the meantime, please use Classic (desktop app) to do so.
Delete an Invoice
To maintain an audit trail for you and your customers, invoices cannot be deleted.