Admin | Editing a Transaction amount after the booking is created

This is an additional option and only available with Invoicing add on

How to edit a Booking Transaction (with no credit notes/cancellations)

1. Login as admin

2. Open Bookings and select the applicable booking

3. You will see the button ‘Edit Transaction’ button

4. Once you select Edit Transaction, the popup will appear.

5. On the popup, you will need to manually change each input to be as you want it to be

There is no validation around the inputs. The calculations are decided by you. CourseCo has not developed ‘logic’ to handle manually updated calculation errors

6. On the popup,

   1. Edit the schedule details input - Amount input to the transaction before VAT

   2. Once you click away, it will calculate the VAT and total input

   3. By default, editing the schedule amount, will update the Transaction Details but you can override if needed

   4. Add an optional note

   5. Select Confirm.

It is recommended to not edit a transaction value if an invoice has already been sent to the client, but CourseCo has no restrictions stopping you from re generating an invoice after editing the transaction

Outcome:

• The booking is updated with the latest booking amount / discount

• Transactions reflect this update

• All reports are updated eg booking revenue, schedule revenue, Transactions report

• An invoice can be generated now and it will populate the latest value

How to edit a Booking Transaction (with credit notes)

In some cases, you may have credit transactions against a booking. Instead of generating an invoice and their credit notes, you want to delete the credits and edit the original booking total, so only 1 final invoice is sent to the custom

To handle this scenario you need to

Precondition: You have a booking with no invoice and a credit note i.e. you cancelled someone from the booking

1. Open the booking

2. Select the Edit Transaction button

3. 

   On the popup, review the Journal/credit note transaction - you are being presented with the values of the credit note

4. Assumption is, you would like to delete this credit note - to delete this transaction ticket the Delete box

5. Once you do this, your Schedule and Transactions details will update to reflect this deleted Transaction i.e. it will remove the credit balance from the original transaction (pretending the transaction never existed)

6. Review the updated transaction values to ensure correct

7. Enter a note

8. Save

Outcome:

• The invoice can / will be generated with the latest transaction value

• The credit note no longer exists i.e. is deleted from the system

• Reports are reflecting the changes.