Create an OSHC Invoice

Overview

After you have added the OSHC unit to the Course Enrolment record (see Add OSHC to a Course Enrolment Record), you can now create an invoice for the student to invoice the OSHC fee and a commission invoice payment to the OSHC Provider. The workflow below guides you on how to create a student OSHC Fee Invoice and commission payment invoice to the OSHC Provider.

Workflow

The instructions below assumed that you have already added the OSHC unit to the Course Enrolment record, see Add OSHC to a Course Enrolment Record

Step (1) Create a Student OSHC Fee Invoice

Create an Enrolment Invoice with the OSHC Unit Fee that was added. Refer to the instructions on these Accounting workflows for the instructions:

1. Raise an Enrolment Invoice - select the OSHC Unit Fee and make sure to select the ADD SELECTED AS ITEMS AND COMMISSIONS button when selecting the invoice items if you have commissions applied to your OSHC Provider

2. After you have raised the OSHC Unit Fee Invoice, pay off the amount by following the next workflow: Pay Off the Invoice

Step (2) Invoice the Commission Amount of the OSHC Provider

1. Navigate to OSHC > Finances menus on the side and search for the OSHC Provider where you want to create the commission invoice.

2. With the OSHC Provider loaded, navigate to OSHC > Finances section. In the OSHC PROVIDER INVOICES section click the NEW INVOICE button.

selecting the NEW INVOICE button to create a new commission invoice

3. Fill out the required fields in the INVOICE section with the OSHC Fee amount specified and set the invoice to SENT.

4. Choose OSHC > Finances > Payments menus on the side after setting the invoice status to SENT and pay off the commission. Alternatively, you can click the ACTIONS button against the commission that you created under the Finances screen and select the Create Payment from Invoice Total option

creating a payment to the commission invoice of the OSHC Provider