Concise Versus Detailed Invoices
Scenarios:
You want to understand the difference between concise and detailed invoices
You want to understand what information will be available to you as a provider as well as your customers
This document assumes the following:
You have set up your activity on Enrolmy
You understand the purpose of an invoice
You know the business rhythm of your activity
How To Choose Concise Or Detailed Invoices
Navigate to the Edit Activity page
Scroll down to Invoice Settings
Click on the blue Show Advanced Options
Use the drop-down menu to select which type of invoice you want to generate for this activity.
Concise Invoices Explained
A grouped/concise invoice aggregates all sessions and displays a single row with the totalled number of sessions and the total amount.
Detailed Invoices Explained
A detailed invoice displays each session's information as a separate line item.
Important note:
The detail where exact days are viewed are only visible by the provider in Enrolmy
This will not feed through to Xero due to the data limitations
Your customers will not see this detail
Congratulations! You now know how the difference between concise and detailed invoices!
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