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Inteleagent
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Inteleagent
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Finance Module - Major Upgrade
September 1, 2021
Improvement
New
Fix

A major update has been rolled out to our Finance module. Here are the major improvements:

⚡️ General Invoicing - You will now be able to create general invoices for students. You can charge students service fees, tuition fees instalments, etc...

⚡️ Group Invoicing - You will be able to create group invoices that will help you combine 2 or more instalments for a Provider, into one commission invoice

⚡️ Sales Tax - You are able to control if you charge or do not charge sales tax and the percentage of sales tax you charge (e.g. GST, VAT, etc...)

⚡️ Export filtered data to csv - We've added the ability to export the filtered data in the Finance module, to csv format. We've also added the ability to filter data based on From: / To: date

✨ Add Part Payments to invoices - You will be able to add a part payment to any of your invoices

✨ Convert instalments to invoices - An improved workflow to allow you to convert instalments to invoices

✨ Edit invoices - process improvements 

✨ Void invoices - We've replaced Delete invoices with VOID invoices. This will still keep a record of your voided invoice as opposed to deleting the invoice and not having a record of it in the system

Legend:

⚡️ Major feature

✨ Improvements

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