Invoices

What is a credit note?

A credit note is money that is owed to a customer. This money will be listed as a negative number on your system, as it is money that is coming out of the businesses account.

How do I create a new invoice?

1. Navigate to the “Invoices” screen from the dashboard
2. Click the plus in the bottom right corner to add record and choose "Create Invoice"
3. Fill in all the necessary details of the invoice.
4. Save new invoice using the button in the upper right corner.

How do I reverse an invoice?

1. Locate the invoice that you want to reverse
2. Select it
3. Go to the cogwheel on the bottom right and select “Duplicate and reverse invoice”
4. Select the original invoice
5. Go to the cogwheel and select “Contra invoice”
6. Contra this duplicated and reversed invoice against the original invoice

Note that the exact same process applies if wanting to reverse a credit note

Pending bank payments, missing enrolments or payments in onCourse

Check:

• Contact record for any abandoned shopping cart
• Related class/enrolment for stuck or incomplete enrolments.

If the payment is truly stuck, request it be pushed through or voided at the gateway.

Once resolved, you can:

• Re‑enrol the student and apply payment,
• Or re‑take payment if the pending charge drops off on their bank side.

How do I handle price mistakes – cancel and rebook at a different price without issuing a refund?

System won’t allow a student to be re‑enrolled into the same class if rules disallow duplicates; use transfer or adjust the original invoice instead.

Or cancel the incorrect enrolment and generate a credit note. Then create a new invoice/enrolment at the correct price and apply the credit as part‑payment.