Create Invoice

You can create a new invoice.

Before generating an invoice, first you need to identify a user, select the organization name of the user, select the one or more items (course catalogs), and then add the schedule payment date.

To create a new invoice

Step 1: Click Administration > View Invoices.

The Invoices page is displayed.

Step 2: On the upper-right corner of the screen, click the Create New Invoice link.

The Select User page is displayed, containing the list of users.

Step 3: Select the user for whom the invoice is to be created, and then click Next.

The purchasing user does not have to be the redeeming user. For example, if a school principal bought training and wanted to distribute the codes to his students.

The Select Organization page is displayed, containing the list of organizations.

You can search a user in the Search box. Alternatively, you can click Create User to create a new user (or purchaser) for issuing the invoice.

Step 4: Select the organization, and then click Next.

The Select Items page is displayed, containing the list of catalogs for sale.

Only those organizations that have a course catalog for sale are available. Those organizations that do not have a catalog for sale appear dimmed and are unavailable for selection.

Step 5: Select one or more catalogs from the list, and then click Next.

The Review Items page is displayed.

Usually, all the sections are included at the time of purchase of a catalog. However, in specific instances, for example, in case of retailers if you need to select specific sections within a catalog, do the following:

• On the Select Items page, select the Allow Multiple Items check box.

• Next to the catalog name, click Browse, navigate and select the required sections.

• Click Back to see to the catalogs list. The selection of the individual sections or items within the catalog are retained, and the price is reflected above the catalogs list.

In case you change the organization after selecting a catalog or sections within a catalog, your purchases are cleared.

Step 6: On the Review Items page, review the items selected for purchase.

You can change the quantity in the box provided, next to the item purchased.

Step 7: Click the icon, to delete an item purchased. The amount due is automatically refreshed for each such change made in the purchase list. After you have reviewed the purchases list and made the necessary changes, click Next.

The Add Payments page is displayed.

Step 8: Click Add Scheduled Payment.

The Add Scheduled Payment dialog box is displayed.

Step 9: In the Amount $ box, type the amount (in USD).

Step 10: Click the Due Date box, select the due date for the payment.

Step 11: In the Notes box, type some relevant information for the scheduled payment.

The scheduled payment details are displayed on the Add Payments page.

Step 12: Click Add, and then click Next.

The Finish page is displayed. Review the purchase details.

Click Back to revisit the previous tabs and make the changes. You can type additional information, in the Note area.

Step 13: Click Finish.

The invoice is created and displayed on the Invoices page.

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