Invoices etc., – The Basics.

Invoices etc., – The Basics We saw in the article about the invoice card  how to quickly create an invoice for a student and an agent. We will now look at invoicing and the type of documents that can be created and associated items in more depth. First we will look at the page which appears […]

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Invoices etc., – The Details

We saw here how to create basic pro formas and invoices for students and agents. Now we will look at making changes to bookings and the documents connected to them. Pro formas First we will look at the pro forma. The pro forma is a non tax document which is sometimes issued in place of an […]

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Agent Finance Discounts

Agent Finance Discounts When you create a Price Item you can give it a default commission which will be paid automatically to any agent who books that item. This can be seen if you go to Course Admin – Price Items – List. Here is an example: The top section shows all the courses available […]

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Adding Payments from Agents

Agents Finance Receipts This is a page on the Agent’s card where you can add payments, allocate payments and search for where payments have been allocated. The top part of the page is as follows: Here is an explanation of the items on this part of the page. Currency – you can search your receipts on […]

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