You must create Finance Items before creating an invoice.

2

Add an Invoice

1. Navigate to LRM > Finance > Invoices
2. Click Generate Invoice
3. Search for a Debtor (Learner or Workplace)
4. Select a Debtor
5. Enter the Invoice Issue Date
6. Enter the Invoice Due Date
7. Enter a Reference
8. Add Finance Items

Save as Draft OR Issue Invoice OR Schedule Invoice

If the Invoice Issue Date = today, click Issue Invoice.

If the Invoice Issue Date is in the future, click Schedule Invoice.

• The invoice status will show as Scheduled 
• On the scheduled date, the invoice will be sent and the status will change to Issued

Search, View and Manage Invoices