Add Invoices to Xero

Monday, Dec 9, 2019 by Scott Spence Integration, Invoice, Xero, Export Map, Export Queue

Xero is a popular online accounting package. CourseSales.com offers a service that automatically creates invoices from your registration/document workflow. You can for example, automatically invoice when a customer has registered, or alternatively automatically invoice when a customer has paid online, eg via paypal, ezidebit or worldpay. Xero integration uses the latest API functions available to enable a range of services,including the automatic creation of contacts within Xero when creating an invoice, linking to your preferred account and appending all the sales from one course to the same invoice.

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Add invoices automatically to Quickbooks Online

Thursday, Nov 10, 2016 by Scott Spence Invoice, Integration, Export Map, Export Queue

Quickbooks is a popular online accounting package. CourseSales.com offers a service that automatically creates Sales Receipts from your registration/document workflow. You can for example, automatically add a Sales Receipt when a customer has registered, or alternatively when a customer has paid online, eg via paypal, ezidebit or worldpay. There are many ways that you can arrange to receive payment: during the registration process, or from Quickbooks. Talk to us about how you wish to work and we will work out the best way to meet your needs.

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Add a QR code to your certificates or invoices

Saturday, Jul 16, 2016 by Scott Spence Invoice, Certificate

QR codes are two dimensional images that are recognised by software to represent links, addresses or information, software on mobile phones and specialist hardware are able to read the code and translated it into the original text or link. You can embed these codes in your website, email content or PDF content eg invoices or certificates. You can use this free service to create your QR codes: http://goqr.me/api/doc/create-qr-code/ Use it to create codes like this:

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Setup Invoicing

Monday, Jul 20, 2015 by Scott Spence Invoice, PDF, Payment Method

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

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Payment Summary Report

Friday, May 16, 2014 by Scott Spence Report, Payment Summary, Invoice, Margin

Find the report by navigating to Exports/Reports/Select Document Payment Summary from the list You may report on up to one week, a print icon is located next to HELP in the Ribbon. The transaction is treated as being the first time a Process Step is executed which increments “Registered” The person the transaction is attributed to is the person who updated the status. This is by the internal Id of the user, so changes to Internal Type etc have no effect.

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