Course invoicing

After configuring the course administration and registering participants, you can invoice the courses.

Description

If you have to invoice a participant for a course then Profit automatically suggests this. You record the amounts to be invoiced per course. These prices are date dependent, so you can easily enter price changes and maintain a price history. You can also specify an alternative price and a discount for individual participants. You can generate and send the invoices in advance of the course or after the course.

You can then easily process the invoices in Profit Financieel after which they appear as outstanding debtor items.

If you have Profit Projecten, you can enter a project number and project phase for a course. In that case, the course invoice is included in the project revenue and in the work in progress of the project.

You can also create credit notes for participants for whom it is indicated that the course should be credited.

Schematic overview of course invoicing:

Preparation

• Configure the course invoicing

  Before you can invoice courses, you must first activate and authorise the functionality. In addition, you need to create locations for the Profit Calendar.

• Configure printing or e-mailing of the invoices

  You specify whether the student should receive an e-mail or a quotation by post in the sales contact profile and for the sales contact itself. At the sales contact level, you specify if the customer wants to receive an e-invoice for each invoice type.

Procedure

• E-mail and print course invoices in bulk

  In a single action you can e-mail, print and save a selection of the course invoices in the dossier.

• E-mail course invoices

  You can e-mail course invoices in bulk or individually.

• Print course invoices

  You can print your course invoices using various actions. The difference between these actions is whether you want to print them in bulk or individually.

• Credit, e-mail and print a course invoice and save it in a dossier

  You can credit course invoices for a participant and then immediately e-mail, print and save in the dossier.

• Credit a course invoice

  You can credit a course invoice.

• Change an invoice

  You can change course invoices as long as they have not been posted to Profit Financial.

• Journalise course invoices

  From Course management you can journalise course invoices.

• Only generate course invoices

  You can also generate invoices without sending or e-mailing an invoice to the sales contact; use this method, for example, if you use automatic collection. For instance, you then collect the course fee from the sales contact in instalments, but do not send a new 'partial invoice' for each instalment.