The Learner Finance Account shows all Finance Items associated with the Learner, and the associated enrolments and invoices.

Finance Items are automatically added to a Learner’s account when the Learner enrols in a Course Offer/Unit Offer with a default Fee Schedule.

All Finance Items on a Learner’s Finance Account should eventually be invoiced (or deleted). You can generate invoices manually or automatically.

1

View Finance Items

1. Navigate to LRM > Selected Learner > Finances > Accounts (tab)
2. The Account Items table shows you all Finance Items for a Learner.
   1. Code: Internal number.
   2. Description: Printed on the invoice.
   3. Enrolment: The Course Enrolment/Unit Enrolment the Finance Item is associated with.
   4. Amount: The amount for each Finance Item is calculated from the default Pricing Version for the Course Offer/Unit Offer.
      1. If no Pricing Version is set, the amount defaults to the Default Pricing Version specified in LRM > Finance > Settings > General Settings.
   5. Status:
      1. Pending: Invoice not generated yet. You can manually generate an invoice or delete the item.
      2. Invoiced: Invoice has been generated for the account item.
3. Invoice: Displays the invoice number or Invoice By Date if set but not yet generated.
4. Invoice Status: Updated to “Invoiced” once the invoice is generated.

2

Invoice Finance Items

Invoice Finance Items

3

Delete Finance Items

A Finance Item in a Learner’s account can be deleted as long as it has not been invoiced.

Click the Delete icon in the Action column.