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

Back Office Accounts

Making a Payment with Available Credit

Create a new outstanding Transaction on a booking

Edit the amount on an outstanding transaction

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

Invoice | Template example / available tags

Invoices | Manually Generating an Invoice

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

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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