Finance | Payments, Transactions & Invoicing
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
- Payment Page | allow a contact send you an adhoc payment via the pay-online form
- 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
- Admin | Manually Make a Payment on an Outstanding Transaction
- Multi-Currency: Configure Currency, Pricing & VAT Rates
- Connecting CourseCo & Xero
- Manually Generating a Credit Note document (Admin)
- Admin Guide: Managing Trainer Cost as an Additional Item (Scheduling, Invoicing, and Cancellations)
- Statements | Generating Customer Statements
- Invoice Document | include additional note on the invoice document
- Versions of Invoice Document | include additional note on the invoice document
For information on Sales Quotes, refer to https://help.courseco.co/kb/Sales-Quotes.2262335580.html
For information on Discounts, refer to https://help.courseco.co/kb/Discounts.2262532150.html