Pathway Invoices
How to create an Invoice Template
The Invoice template is used when:
- A Pathway Administrator selects a Pathway Invoice Step from the Toolbox and
- when the learner generates the invoice from the pathway on the LMS portal.
Invoice Template Page
How did I get here? System Administration | Modules | e-Learning | Master Data | Invoice Template
On the Invoice Template screen, click on the Create button. Only one invoice template can be created.
Invoice Template Detail
Click here for more information on How to use an Invoice Step. This article also shows what the learner when see when generating the invoice.
Overview of Fields
| Field | Overview |
|---|---|
| Invoice Number Format | Number formats explained: The following placeholders can be used:
Examples: yyINV000: 18INV026 (invoice 26, year 2018) MMM-0000_HHmm: Feb-0002_1649 (invoice 2, February, 4:49 PM) \\M\\yINV_000: MyINV_894 (invoice 894, placeholders escaped) |
| Company Information | More information about the company who is issuing the invoice. |
| Bank Details Description | Banking Details of the company who is issuing the invoice. |
| Footer Description | Footer description on the Invoice. |
| Invoice Number Description | Text displayed next to the invoice number. |
| Invoice Date Description | Text displayed next to the invoice date. |
| Client Contact Description | Text displayed next to the client contact description. |
| Client Description | Text displayed next to the client description. |
| Client Vat Description | Text displayed next to the client vat description. |
Saved Invoice Template
Once the invoice template is saved, it can be edited again if required.
How to mark an Invoice Step as paid
How did I get here? System Administration | Module | e-Learning | Learning Management | Maintain Pathway Invoice
Maintain User Invoice
Focus: To update the Invoice status to Paid complete the numbered steps.
The Invoice Status can have one of three values: Paid, Cancelled, Not Paid.
Click on the View Invoice hyperlink to view a copy of the invoice generated for the learner.
Click here to View the Invoice Step as a User.