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Wisenet

      How to Add and Edit Fee Schedules

      Fee Schedules are saved against Courses and Units. Create Fee Schedules at the Course/Unit level, then assign one or more default Fee Schedules against Course Offers and Unit Offers.

      Each Fee Schedule has its own (optional) invoicing date logic.

      Required Knowledge: Fee Schedules

      Learn More: Fee Types and Finance Items

      1

      Add Fee Schedule

      1. Navigate to LRM > Selected Course > Fee Schedules, or
        Navigate to LRM > Selected Unit > Fee Schedules
      2. Click Add Fee Schedule
      3. Enter a Name
      4. Set Is Active toggle to YES
      5. Set the Use Wisenet Invoicing toggle to YES or NO (see note)
      6. (Optional) Set Invoice By Date (see note)
      7. (Optional) Set Invoice Due Date (see note)
      8. (Optional) Select a Discount Rule
      9. Add Account Items
      10. Click Save.

      Wisenet Invoicing toggle

      If the Wisenet Invoicing toggle is set to YES, you can invoice the account items.

      If set to NO, the account item is covered by a Funding Method and therefore cannot be invoiced.

      Invoice By Date

      Set the Invoice By Date to have the invoice automatically created and sent to the Learner or Workplace.

      • Invoice by Reference Date:
        • Schedule Applied Date: When the Learner enrols in the Course Offer/Unit Offer.
        • Course Offer/Unit Offer Start Date: On the start date of the Course/Unit Offer.
      • Timing & Amount:
        • Choose whether the invoice is sent Before or After the reference date, and by how many days, weeks, or months.

      Invoice Due Date

      If no Invoice Due Date logic is specified, the invoice due date will be determined by the system default Invoice Due setting, which can be configured under Finance > Settings > Invoice Settings.

      Otherwise, set the Invoice Due Date to specify a date.

      • Invoice Due Reference Date:
        • Schedule Applied Date: When the Learner enrols in the Course Offer/Unit Offer.
        • Course Offer/Unit Offer Start Date: On the start date of the Course/Unit Offer.
        • Invoice By Date: The date you specified in the step above.
      • Timing & Amount:
        • Choose whether the invoice is sent Before or After the reference date, and by how many days, weeks, or months.

      2

      Edit Fee Schedule

      1. Navigate to LRM > Selected Course > Fee Schedules, or
        Navigate to LRM > Selected Unit > Fee Schedules
      2. Click the Edit icon next to the Fee Schedule
      3. Update any of the following:
      4. Fee Schedule Name
      5. Is Active toggle
      6. Use Wisenet Invoicing toggle
      7. Invoice By Date (see note in step 1)
      8. Invoice Due Date (see note in step 1)
      9. Discount Rule
      10. Account Items
      11. Click Save.

      Next Step

      How to Assign Default Fee Schedules