How to View and Email Company Invoices?
Overview
NOTE: This exclusive feature is only available for Performance Package subscribers. Unlock the full potential of your SMS with the Performance Package. To upgrade your plan and access this feature, please contact our Support team.- How to Add Company Credit Invoice?
- Viewing and Emailing Credit Invoice to Company (You are here)
- Company to Pay for Company Credit Invoice
- Using Company Credit to Pay for Student Enrolments (using Voucher codes)
How to view and email Company Invoices?
- In the Companies Page, select a company
- Go to the Invoices Tab
- In the Invoices data table, click 'Action' then select either View or Email.
- Bill To – Bill To displays the Company Name of the related company invoice.
- Table – The program is not shown above the table.
- Description – Description appears as "Credit for Future Enrolments."
- GST – GST is set to $0.00 if 'not charged' or to the default value if 'charged'.
- Amount – Amount displays the invoice amount.
Invoices in Finance Page
Company credit invoices also appear in the Invoices tab under the Finance Page, functioning similarly to those on the Invoices tab in the Companies Page.
Follow the steps in the image below to see your Credit Invoices under the Finance page
Vouchers in Finance page
When adding or modifying a voucher on the Finance page, the system verifies that the code entered doesn't exist in any Company's voucher field for any associated Company of the client.
The Company vouchers are shown under the Vouchers tab on the Finance page, with the following details:
Actions – Action button is disabled.
Name – “Company Credit” is displayed before the Voucher Name.
Amount – “Amount” column is displayed as the Total Amount Remaining of all credited invoices.
Company - "Company" column is displayed indicating the related company name. (NOTE: Company column will only show if there is at least one company voucher.)
Using Company Credit Invoice(s) for Enrolment Payments:
The purpose of Company Credit Invoices is to allow Companies to enrol students and use the Credit Invoice to pay for enrolments.
External Enrolment:
If a voucher code is entered in the Payment tab of an external enrolment form, the system first verifies that the voucher code matches what is set for that Company for the associated client. If they match, it will do the following:
The system calculates how much can be used for the voucher, relative to the Payment amount. It considers each Company Credit Invoice's total minus the sum of the Amount Used for the related Company Credit Invoice.
Only Company Credit Invoices that are Paid can be used.
The system calculates from the earliest created Company Credit Invoice forward to use up amounts to pay the enrolment.
If the company voucher is successfully applied, a “Continue” button appears, the payment gateway is hidden, and any message related to excess voucher amount is also hidden.
- If the entered voucher does not match the related company, the system displays an error message.
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