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
Required Knowledge: Add Fee Schedule
- Navigate to LRM > Settings > LRM (under App Settings).
- Toggle the Auto Invoice Account Items to ON.
- Ensure the Invoice By Date logic is configured in Fee Schedules and Default Fee Schedules are assigned to Course Offers or Unit Offers.
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 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.
