Invoices
Invoices raised for engagements.
Overview
CPD invoices are Accounting invoices linked to an engagement. Fees are tax-inclusive by default, so the invoice total is the fee times the confirmed delegates. When more than one client is invited, each client is invoiced for its own confirmed delegates, and the draft follows the head-count as delegates are confirmed.
When to use invoices
- Delegates have confirmed and you bill the client.
Step by step
In the CPD Training module open Finance in the green navigation bar, then choose Invoices under Money.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: INVOICE #, CUSTOMER, DATE, DUE DATE, STATUS, TOTAL, DUE.
- Actions on the screen: New Invoice.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.billing.manage
- cpd.billing.read