Add an integration type for courses

You add a new integration type so that you can define the settings for journalising.

To add an integration type:

1. Go to: General / Configuration / Integration settings / Integration type.
2. Click on: New.
3. Select Cursusfacturen in Integration type.
4. In Journal, select the journal that you just added for entering the course invoices.

   In Credit invoices journal, you can select the same journal.

5. Select the description for the journal entry that was entered in Profit Financial. Profit determines the description during the journalising.

   Example: 

   A course invoice whose financial description is set to Source + source description in the integration type:

   [crm] Course invoice

   A course invoice whose financial description is set to Source + invoice contact number + invoice contact name in the integration type:

   [crm] 10032-Koninklijke Exhibitions Benelux B.V.

   A course invoice whose financial description is set to Source + invoice contact name in the integration type:

   [crm] Koninklijke Exhibitions Benelux B.V.

6. Select the Use invoice discount check box to apply an invoice discount.
7. Select the Use of credit restriction check box to apply a credit restriction. You can only complete this field if you have activated this functionality.

   If you select this check box, you must enter the account in Account credit restriction.

8. Select the Use payment discount check box to apply a payment discount. You can only complete this field if you have activated this functionality.

   If you select this check box, you must also enter a value in Days payment discount. You can print this number of days on the invoice layout.

9. Click on: Finish.