Search results for "invoice"

Creating an invoice for additional fees using the finance option: ‘Use Credit and Re-Invoice Method’

…. There is a helpsheet (no.HS062) which covers this. Please click on the following link to view or download helpsheet – HS062 Enrolment – Use Credit & Reinvoice Method, creating an additional invoice.docx or please watch the video below demonstrating this process….

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How can I create an invoice just for additional item?

…e There is a helpsheet (no.HS062) which covers this. Please click on the following link to view or download helpsheet – HS062 Enrolment – Use Credit & Reinvoice Method, creating an additional invoice.docx or please watch the video below demonstrating this process….

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How can I amend the finance after the invoice has been produced?

…produced an amendment needs to be made to the booking which requires a new invoice. This can be done from the Booking screen opening up the booking line that is incorrect, and amending the number of weeks to force a recalculation of the finance. There is a helpsheet (no.HS232) which cover this. Please click on the following link to view or download helpsheet – HS232 Enrolment – Force refinance after Final invoice produced.docx or please watc…

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How do I change the layout of an invoice/credit note?

…To amend the layout of your invoice/credit document, you need to go into the master template document. There is a helpsheet (no.SQL001) which covers this. Please click on the following link to view or download helpsheet – SQL001.net Amend Invoice Layout.doc…

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How do I create/amend the layout of a Master Invoice?

…All master documents work in the same way. Each master document consists of a Word document with a Class header record that identifies and controls its use in the system. There is a helpsheet (no.SQL082) which covers this. Please click on the following link to view or download helpsheet – SQL082.net Creating Master Invoice.doc…

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How can I show the receipt value on a proforma or final invoice?

…The merge code needs to be added to the master financial document to pick up the receipt value. There is a helpsheet (no.SQL124) which covers this. Please click on the link to view or download helpsheet – SQL124.net Receipt value on invoices.doc…

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In Class is it possible to create a batch of invoices?

…roforma’s/invoices and this is in the “Batch Print”. The invoice batch print should be run at least once every month to ensure proforma’s are converted to invoices/credits. Users not printing proforma’s on a “one by one” basis (as enrolment’s are created/amended) should run the batch print on a daily basis. There is a helpsheet (no.SQL182) which covers this. Please click on the following link to view…

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How do I set up and link an accommodation price item with a host payment price item?

…The Accommodation price items require the creation of two price items (invoice charge and payment rate). The two price items then need to be linked together. There is a helpsheet (no. HS161) which covers this. Please click on the following link to view or download helpsheet – HS161 Price List Maintenance – Accommodation Linking invoice item with payment item.docx or please watch the video below demonstrating this process.  …

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What is the difference between Commission and Discount?

Commission is when you invoice an agent “gross” and the agent pays you the “gross” value. the Commission is then reserved for payment at a later date. and Discount is when you invoice an agent “net” of his discount and he pays you the “net value keeping the “discount” for themselves. There is a helpsheet (no.SQL009) which covers this. Please click on the following link to view or download help…

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How are the Booking Status and Arrival Status to be used?

…atus is provisional – Restrict Enrolment/Group Invoicing Only the Proforma invoice can be produced for both individual and group bookings. Note: If the final invoice has been produced you cannot change the Booking Status back to Provisional. Restrict Enrolment Accommodation Placement The student cannot be placed in to their host family / residence / hotel. Note: If the student has already been placed in to the Homestay you cannot change the Bookin…

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