Edit the INVOICING Configuration

Overview

Only unit enrolments that have a Start Date that occurs between the INVOICING Time Period From Date and To Date, will be available to be included on the invoice. Unit enrolments that have already been included as items on an invoice will not be available for inclusion on any other enrolment invoice, because an enrolment item may be added to an invoice only once.

To edit the INVOICING Configuration Time Period, refer to the instructions below:

Workflow

1. Navigate to the System > Edit Time Period menus on the side.

2. Select the Configuration Period as the Type in the SEARCH TIME PERIOD section and click the SEARCH TIME PERIODS button.

   

   searching for the Configuration Period
3. In the results table, click the EDIT button against the INVOICING Time Period Id.

editing the INVOICING Time Period Configuration

4. Edit the field values accordingly. To edit the dates, edit the From and To fields.

editing the INVOICING Configuration Period values

5. Click the SAVE TIME PERIOD button to save your changes.