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How To View and Manage Invoices

View and manage all invoices created in Wisenet from LRM > Finance > Invoices.

You can also view invoices:

  1. For a Learner from LRM > Selected Learner > Finance
  2. For a Workplace from LRM > Selected Workplace > Finance

Required LRM Access: Owner & Admin

1

Search and View Invoices

  1. Navigate to LRM > Finance > Invoices
  2. (Optional) search and filter data.
  3. 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

You can resend invoices where Status = Issued.

  1. Navigate to LRM > Finance > Invoices
  2. (Optional) search and filter data.
  3. Click the Resend icon in the Action column

OR

  1. Navigate to LRM > Finance > Selected Invoice > Invoice Details
  2. 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.