Invoice Configuration

Configuration (CourseCo Internal reference)

Organisation with No ‘On Account' Tag

• Automation 1 - A back office booking created

  • Do this, Invoice Generate, @leadbookerid@, Invoice

  • Condition - Organisation Tag does not Have - ‘On Account’

  • Immediately

• Automation 2 - A website booking is made

  • Do this, Invoice Generate, @leadbookerid@, Invoice

  • Condition - Organisation Tag does not Have - ‘On Account’

  • Immediately

• Automation 3 - An invoice is generated*

  • Do this, Send an email, @leadbookeremail@, attachment - Invoice @invoicefileid@

  • Condition - None

  • Immediately

Organisation has 'On Account' Tag

• Automation 1 - A course starts

  • Do this, Invoice Generate, @leadbookerid@, Invoice

  • Condition 1 - Organisation HAS ‘On Account’

  • Condition 2 - start date (relative) > 3hours

  • Schedules - Run everyday at 7am

• Automation 2 - An invoice is generated*

  • Do this, Send an email, @leadbookeremail@, attachment - Invoice @invoicefileid@

  • Condition - None

  • Immediately

*Same automation will work for both automations