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)

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. Debtor Workplace: If present, the account item will be invoiced to this workplace instead of the Learner.
5. Amount: The amount for each Finance Item is calculated from the default Pricing Version for the Course Offer/Unit Offer.
   • If no Pricing Version is set, the amount defaults to the Default Pricing Version specified in LRM > Finance > Settings > General Settings.
6. Status:
   • Pending: Invoice not generated yet. You can manually generate an invoice or delete the item.
   • Invoiced: Invoice has been generated.
7. Invoice: Displays the invoice number (clickable) or Invoice By Date if set but not yet generated.
8. Invoice Status: Issued/Paid

2

Invoice Finance Items

Invoice Items from Learner Finance Account

3

Delete Finance Items

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

1. Navigate to LRM > Selected Learner > Finances > Accounts (tab)
2. Click the Delete icon in the Action column.

4

Add or update Funding Method on an Account Item

1. Navigate to LRM > Selected Learner > Finances > Accounts (tab)
2. Click the Edit icon for the relevant account item
3. Set the Use Wisenet Invoicing toggle to OFF
   • This means the account item is covered by a Funding Method and therefore cannot be invoiced.
4. Select a Funding Method.
5. Click Update.