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
- Navigate to LRM > Selected Course > Fee Schedules, or
Navigate to LRM > Selected Unit > Fee Schedules - Click Add Fee Schedule
- Enter a Name
- Set Is Active toggle to YES
- (Optional) Set Invoice By Date if you want the invoice automatically created and sent to the Learner.
- 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 by Reference Date:
- Add Account Items
- Choose from active Finance Items
- Click Save.
