All Finance Items on a Learner’s Finance Account should eventually be invoiced (or deleted). You can generate invoices automatically or manually.
Required Knowledge: Learner Finance Account
1
Invoice Account Items Automatically
- Ensure the Invoice By Date logic is configured in Fee Schedules and Default Fee Schedules are assigned to Course Offers or Unit Offers.
- Navigate to LRM > Settings > LRM (under App Settings).
- Toggle the Auto Invoice Account Items to ON.
How it works
- Account items are added during enrolment.
- When the Invoice By Date is reached, invoices are generated automatically for eligible items.
- The due date for the invoice is saved in the Fee Schedule. If no Invoice Due Date logic was specified, the invoice due date will be determined by the system default Invoice Due setting, which can be configured under Finance > Settings > Invoice Settings.
Note: You can manually generate invoices for items before reaching the Invoice By Date.
2
Invoice Account Items Manually
Invoices can be generated for items with a Pending status.
- Navigate to LRM > Selected Learner > Finances.
- Click the Generate Invoice under the Actions column, or
Select multiple items and click Action > Generate Invoice - Set the Invoice Due Date
- Enter a Reference (optional).
- Click Generate Invoice.
