- End user Tools
- Assigned Courses
- Dashboard and Profile
- Overview
- How do I edit my profile?
- How do I setup my profile picture?
- How do I change my password?
- How do I reset my password?
- How do I update my primary/secondary email address?
- How do I update/set my primary position and work location?
- How can i get reminded that my certificate is about to expire?
- Course Catalog
- Course History
- Pending Courses
- Pending Evaluations
- Admin tools and preferences
- Course Manager
- Overview
- How to open the course manager?
- How do I find courses created by our organization?
- How do I find the courses I created?
- How can I approve, deny or delete Courses?
- How can I edit the Course details?
- How can I duplicate a course?
- How can I export a list of courses?
- How can I create a new course?
- How do I restrict a course?
- Reserving Seats
- Video : Create New Course
- Course Enrollment
- Overview
- How can I find the list of available courses being taught?
- How can I add/register a new participant?
- How can I send a message to participants enrolled in a course?
- How can I create a sign-in list?
- How can I generate certificates?
- How can I export information to print name tags?
- How can I generate and/or export an evaluation summary?
- How can I manage the waitlist?
- How can I mark all participants paid/unpaid?
- How can I mark all participants complete/incomplete?
- How do I extend/re-route an evaluation
- How do I consolidate an Invoice
- Work Location
- Positions
- Event Scheduler
- User Manager
- Analytics And Insights
- Manage Districts
- Manage Categories
- Manage Labels
- Ad Hoc Reporting
- Training Centers
- Target Audience
- Focus Area
- Delivery Methods
- Follow-up Methods
- Course Tracks
- Global Survey Questions
- Organization
- Login Configuration
- User Settings
- Course Settings
- Mass Email
- How Evaluations work
- Custom Attributes
- Creating and assigning custom roles
- Payment Settings
- Course Manager
- Mobile
- Administration
How do I consolidate an Invoice?
Invoice consolidation allows you to send a single invoice to a district containing all registrants who registered for a specific course from said district. The Invoice number is free form to allow you to add the invoice number from your accounting system. In the future we may allow you to auto-generate the invoice number.
1. First, open the ‘Course Enrollment’. Click here to find out how to open the Course Enrollment.
2. Find out the course for which you want to generate certificates and click on ‘Open Roster’ as shown below.
3. Now open the ‘Actions’ dropdown and click on the ‘Consolidate Invoice’ option as shown below.
4. Select the district you would like to send a single invoice.
5. Select one or more work locations / school.
6. Select the records you want to include in the consolidated list.
7. You may preview the consolidated invoice or email to one or more email addresses.