How to Add Company Credit Invoice? (Maximise)
Overview
This tutorial will introduce the function to create credit invoices for companies within the Student Management System (SMS), users can now effortlessly manage payments and enrolments. Once these credit invoices are paid, they can be used to pay for related enrolments, ensuring a hassle-free payment process.
Note: This exclusive feature is
only available for Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact
support@eskilled.com.au.
Step Tutorial
- Go to the Companies Page
- Select Company
- Click the Create Company Credit Invoice button
- Select your GST Setting
- If GST is not charged, the invoice's GST amount will be $0
- otherwise, if GST is charged, it uses the default GST value (10%)
- Enter Amount
- The text above the amount field dynamically changes depending on the GST option selected. If GST is not charged, it displays the text “excluding GST”; otherwise, if GST is charged, it displays the text “including GST”.
- Click Save
Refer to the image below for steps 1 to 6.
Notes
Once the Company Credit Invoice is saved, a new entry is added in the Invoice tab within Companies. It resembles the standard enrolment invoice but with a few distinct changes:
- Enrolment No. – Enrolment No. displays as N/A.
- Student/Program – Company name appears under the "Student/Program" column header.
- Program – Program displays as N/A.
- Description – Description shows "Company Credit."
- Due Date – Date is always set to when the Credit Invoice was created.
- Amount – Amount reflects the user-entered amount.
- GST – GST is set to 0 if not charged, or to the default value if charged.
- Remaining Credit – A new column labeled "Remaining Credit" appears if there is a company invoice to display, showing the remaining credit after enrolment invoices used against it.
- Colour Highlight – Company invoices are subtly coloured for easier distinction.
Invoices Tab and Data Table
Vouchers in Companies Page:
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au
NEXT
Related Articles
How to Pay for Student Invoice using Company Credit (Maximise)
Overview This tutorial will introduce the function to pay for Student Invoices using Company Credit within the Student Management System (SMS). By leveraging Company Credit Invoices, companies can ensure a seamless and efficient enrolment process, ...
How to Pay for Company Credit Invoice? (Maximise)
Overview This tutorial will introduce the function to pay for company credit invoices within the Student Management System (SMS). Once these credit invoices are paid for by the company, they can be used to pay for student enrolments, ensuring a ...
How to View and Email Company Invoices? (Maximise)
Overview This tutorial will introduce the function to view and send Company Credit Invoices via email within the Student Management System (SMS). Once these credit invoices are paid for by the company, they can be used to pay for student enrolments, ...
How to Delete a Company Credit Invoice? (Maximise)
Overview This tutorial will introduce the function to delete credit invoices for companies within the Student Management System (SMS), users can now effortlessly manage payments and enrolments. Note: This exclusive feature is only available for ...
How to Add Companies as the Parent Company (Maximise)
Overview In this tutorial, we will show users how a parent/root company can have multiple child companies. We will walk you through how to add multiple companies within a parent company when logged in as the parent company. In the Companies tab, your ...