Finance | Payments, Transactions & Invoicing
- Michael O'Callaghan
- Mary Allen
- Vijayalakshmi Vasanth (Unlicensed)
- Kohil Namdeo (Unlicensed)
Owned by Michael O'Callaghan
Last updated: Nov 29, 2023 by Mary Allen
This section explains everything related to Payments and Transactions.
For more information, refer to the following sections:
- Organisation Contact - Global view of a companies information (Contacts, bookings & accounts)
- Receiving Payments on the Website
- Making a Payment on an Outstanding Transaction
- Credit Available | Make a payment on an outstanding transaction using credit available
- Existing Transaction | Edit the amount on an outstanding transaction as the transaction is not correct
- Admin | Editing a Transaction amount after the booking is created
- Reconciling Accounts | Updating CourseCo with payments received in your bank account
- Updating Transactions | Creating a credit note against a transaction
- Invoice | Template example / available tags
- Invoices | Manually Generating an Invoice as an admin
- Invoicing and Credit Note Finance Journey - Suggestion
- Invoice automation process | How to automate when your invoices get generated and emailed automatically
- Invoices | Automatically send invoices to an eg Accounts email | Primary contact management
- Invoicing | regenerate invoice with a different billing address, edited PO Number or edited attendee names
- Schedules | Nominal code for Finance integration
- Split Transactions for Funding Partners / funding style bookings
- Refunds | Cancelling a Delegate from a Prepaid Booking & Refunding Payment
For information on Sales Quotes, refer to Sales Quotes | Create Quote-Based Bookings
For information on Discounts, refer to Discounts | Various discount options that can be configured for you
, multiple selections available,