Book to Account

The book to account function allows admin to issue a single invoice to a corporate client for multiple enrolments from different timetable items. 

This sends this payment to a holding area so an invoice can be created at a later date. This is also useful for corporate clients who you may only invoice once a month etc.

How to Use the Book to Account Function 

1. Open the Booking Editor, and scroll down to the employer details section.
   
   
2. If it is not already, populate the corporate client and co-ordinator information
   
   
3. Once populated, click the book to account button
   
   
   
   
4. Repeat this process for any subsequent enrolments that you would like to include on the same invoice
   
   
5. Once you have clicked the book to account button, you can see a summary of the billing details.
   Click the view icon to navigate directly to the corporate client profile and the payments tab
   
   
   
   
6. In the payments tab there is a category 'un-invoiced items booked to organisation'
   Click the view icon
   
   
   
7. On the right, select the items you wish to include on the invoice then click the 'invoice selected rows' button.
   
   
   
   
8. This will create a single invoice which includes the selected items as separate line items.
   
   

Reporting

See also Uninvoiced Items Report. 

This report will show any items that have been booked to account that are yet to be invoiced.