View and manage all invoices created in Wisenet from LRM > Finance > Invoices.
You can also view invoices:
- For a Learner from LRM > Selected Learner > Finance
- For a Workplace from LRM > Selected Workplace > Finance
1
Search and View Invoices
- Navigate to LRM > Finance > Invoices
- (Optional) search and filter data.
- Click on the Invoice Number to open the Invoice Details page, or
Click on the Debtor to open the Learner or Workplace profile page.
2
Resend Invoices
- Navigate to LRM > Finance > Invoices
- (Optional) search and filter data.
- Click the Resend icon in the Action column
OR
- Navigate to LRM > Finance > Selected Invoice > Invoice Details
- Click Action > Resend.
3
Export invoice data
Export selected invoice records using Data Exports.
4
Add custom fields to invoices
Add custom fields to invoices using Custom Fields.
Invoice custom fields are only visible internally.
5
Add file notes to invoices
Add file notes to invoices of any status using File Notes.
Invoice file notes are only visible internally.