You will need to set up the following:

• Tax Rules (associated to the Course Masters)

• Payment Group (included on the Document Forms) and associated Payment Methods

• Agreed price, CourseSales.com internal type (incluced on the document forms)

• PDF template (if you are sending template invoices)

Benefits of invoicing from CourseSales.com

• Immediacy of the invoice means that payment may be received more quickly

• Invoices can be sent automatically, applying pricing rules and tax rules from CourseSales.com

• Invoices can be in HTML or PDF format

• You can incorporate existing data from CourseSales.com, eg catalog items associated with the course into the invoice, so that it reflects everything the customer wishes to purchase, automatically

Limitations of invoicing from CourseSales.com

• It is not possible to invoice for multiple documents (registrations). This means that for each registration you must have a different document, and therefore separate invoice.

• CourseSales.com does not keep a running total of an account, once a discount is given that discount amount is not stored anywhere. There is nothing in coursesales that recognising any remaining amount to be paid in case of a part payments

• Complex invoicing such as invoicing over periods of time, part payments or converting between currencies cannot not easily be handled by CourseSales.com

• No tax reporting nor remainder on a credit account can be calculated within CourseSales.com

• Using the coursesales.com API information can be sent to online accounting packages eg Xero

Question to ask when setting up invoicing from coursesales.com:

1. How will you notify or enter the details into your accounting package? CourseSales.com can setup automated emails to be sent to your book keeper, with instructions as to how to deal with each invoice, using the CourseSales.com API you may be able to enter the invoice details directly into your online accounting package.

2. Will you send a PDF or HTML copy of the invoice?

3. Do you require a different invoice address to postal address? Do you require an invoice address? Using CourseSales.com forms you can hide invoice addresses by using a checkbox, and optionally collect an additional address

4. Do you have additional information that needs to be included on the invoices, eg Purchase Order numbers? When will this information be gathered?

5. Do you want to send a different invoice depending on if payment has been made? eg after a PayPal transaction.