Finance | Payments, Transactions & Invoicing

This section explains everything related to Payments and Transactions.

For more information, refer to the following sections:

Receiving Payments on the Website

Making a Payment on an Outstanding Transaction

Credit Available | Make a payment on an outstanding transaction using credit available

Existing Transaction | Edit the amount on an outstanding transaction as the transaction is not correct

Admin | Editing a Transaction amount after the booking is created

Reconciling Accounts | Updating CourseCo with payments received in your bank account

Invoice | Template example / available tags

Invoices | Manually Generating an Invoice as an admin

Invoicing and Credit Note Finance Journey - Suggestion

Invoice automation process | How to automate when your invoices get generated and emailed automatically

Invoices | Automatically send invoices to an eg Accounts email | Primary contact management

Invoicing | regenerate invoice with a different billing address, edited PO Number or edited attendee names

For information on Sales Quotes, refer to https://help.courseco.co/kb/Sales-Quotes.2262335580.html
For information on Discounts, refer to https://help.courseco.co/kb/Discounts.2262532150.html

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