Linking existing Invoices to new enrolments
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Students are never enrolled before payment is received in our company, likely many others as well. A lot of the time an invoice for payment is requested which means it is created BEFORE the enrolment. I would like a way to link this invoice to the new enrolment otherwise I have to void a PAID invoice and make another in the finance area of the new enrolled student's intake. Not only is this a pain but it means the invoice we have is not the same as the invoice that was paid. It is only logical that the invoice be linkable to the upcoming enrolment.
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Hi Cheree,
I believe aXc may already handle this.
AX-10904 - You can now correct broken links from invoice items that relate to course enrolments. This new feature is available on the invoice screen where any unlinked invoice line items are marked with a link icon.
https://axcelerate.zendesk.com/hc/en-gb/articles/360001318876-Release-Notes-2020
So if you manually create an invoice, I believe one the enrolment is created, you should be able to link that invoice line item to the enrolment, but I have not actually tested it to see how well it works.
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I have just tested it and it works! Thanks for that Tomos. I was asking Tye in Support and he didn't know and said to post it here. Direct copy and paste:
In the case of invoicing, there isn't currently a method to allocate them to a student's enrolment. To attach an invoice to a student's enrolment page it much be created from their enrolment or an existing invoice be updated with a new line item associated with their enrolment.
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