Each line item on an invoice can be linked to a Learner enrolment.

Link Learner enrolments to an invoice when you have invoiced multiple Learner enrolments on one invoice (for example, an invoice to a company that is paying for employees to take a course)

This feature works best on invoices that are made out to a Workplace.

You can link Learner enrolments to a Draft, Issued, or Paid invoice.

1

Check if Learner has pending account items

1. Navigate to LRM > Selected Learner > Finance
2. Under the Accounts tab, check to see if the Learner has the relevant account items, and that they have not been invoiced.

NOTE: If the Learner does not have the relevant account items, you can add them in the next step.

2

Link Account Item

1. Navigate to LRM > Selected Invoice > Invoice Details
2. Click the Detailed View checkbox.
3. Under each line item on the invoice, you have an option to Link Account Item.
4. Click Link Account Item
5. Search for a Learner.
6. Choose whether to Link to an Existing Account Item.
7. If YES, select the Account Item.
8. If NO:
   1. select a Course Enrolment (optional)
   2. select a Unit Enrolment (optional)
9. Click Link Account Item.

3

Notes on linking

You can link each occurrence of a line item to a Learner. E.g., if you have a line item where quantity = 4, you can link these line items with four Learners.

Once an account item has been linked, the Learner Finance Account page shows the invoice number and invoice status for each account item. The account item status changes from Pending to Invoiced.

View and Manage Invoices