Payment Plan Rules - Unit Status

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Aleisha Allen

• 20 June 2025 05:28

We have received frequent requests from clients regarding the ability to trigger invoice generation upon a change in the status of a unit of competency—specifically when a unit is marked as "Continuing" or "Completed"—for student enrolments.

While there is currently a payment plan rule that allows invoicing based on unit start and end dates, this approach often proves ineffective due to frequent changes in training plan dates and other scheduling adjustments.

Introducing a rule that ties invoicing directly to the unit status change would provide greater flexibility and accuracy, aligning better with real-time training progress and client expectations.

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  Gemma Kolyvas

  • 16 July 2026 23:08

  yes

   

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