To invoice registration orders, with or without payment plans, follow these steps:
- On the Global Navigation Bar, select the drop down menu arrow on the Registrants button.
- Click Registration orders and then search for your registration order within the Registration Orders grid
- Once you've located your registration order, choose the Edit option.
- Click on the Payment Plan name/hyperlink.
- Within the Issue Invoices screen, choose the Invoice Date, the Report Type (The options are Create Invoices Only; Create and Print Invoices; Create and email Invoices), Invoice Format (which is the report that you want to use to send this out), and whether you want to print/send Zero Amount Due or Zero Amount invoices. You can also expand the Other section and choose a heading, sub heading, report code, and additional copies.
Note: Choosing more than one type/copy will automatically send the invoices to the email account specified on your Personnel Account, so if you want to preview or export, be sure to choose only one type of invoice.
7. When you're satisfied with your options, click OK.
8. An invoice will generate, using the options that you selected. You can then print, export, save, or attach the invoice to an email using the options at the top of the Report Viewer.
For more a more thorough explanation of payment plans, click here.
Invoicing a Registration Order without a Payment Plan
- Click Registration orders and then search for your registration order within the Registration Orders grid.
- Once you've located your registration order, hover over Quick Actions in the grid and select Tools, then More, and finally select Complete Work Orders.
- Once the system has run the process, return to the Quick Actions menu and select More, then Close, and choose a close date for the order. Click OK to close.
- Return to Quick Actions and select Tools, then Invoice.
- Choose an invoice date, a report type, an invoice format, whether you'd like to print invoices with a $0 balance and/or total.
- On the bottom of the screen, you'll note the Additional Copies option. Click in the dropdown there to choose which types you'd like to have sent out. If you choose All Copies, bear in mind that all invoices will be sent directly to the email address on your user account, and you can just forward or print them from there.
- Click OK and your invoice will populate or will be sent to your email address.
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