Training Partner – How to Bill to a Student

Training Partner billing is dependent on how the Address Formats are setup.

By default, TP comes with three Address Formats:

  1. Billing Address

    BillingAddressDefault

  2. Mailing Address

    MailingAddressDefault

  3. Standard Address

    StandardAddressDefault

Any of the above addresses can be used for invoicing purposes. As can be seen above, the Billing Address is set as the default billing address. This means when an Organization is created the Bill To: will be defaulted to Billing Address, therefore there must be a Billing Organization defined in the organization tree.

OSG-OrgPropertiesAddress

So in the example below, if Rod Fage is attached to the OSG Consulting Inc. organization, orders created on enrollments for Rod would be billed to OSG – Accounts Receivable.

OSG-AR

The above scenario allows for the ability to attach students to different organizations for reporting and communication purposes and still have a centralized billing address. This is a big benefit if you are dealing with large corporations or government agencies.

What if you need to bill the student directly, on their personal credit card and send the invoice to them?

An additional Address Format is required.

  1. Go to Tools/Options menu
  2. Click on the Addresses tab
  3. Right click in the grid and select New Address Format
    NewAddressFormat
  4. Give is a Name like Bill Student
  5. Change the Bill To: Personal
    BillStudent
  6. The Format may stay the same. It will use the student’s address information on the invoice.

To use Bill Student:

  1. Create an enrollment as usual
  2. Click on the Bill tab
  3. Select Bill Student in the Bill To: dropdown list
    CreateEnrollmentBillStudent
  4. Create the order as usual. You will notice that the Client is Fage, Rod (student’s name) rather than the organizations name.
    CreateOrderBillStudent
  5. Click OK

If you open the invoice, you will see that the address has been take from the student rather than the organization as well.

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