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: : Pre-Billing the Training
Pre-billing is a temporary step prior to the Delivery Document generation in the Training module only.
- From the billing file, go to Edit > Create a pro-forma billing item.
- Select one of the 4 available options:
- Complete billing information: the whole training is billed.
- Progress-based billing information: you must define a start and end dates to bill only the parts included in the given period of time. This is useful in case of a long-term training. Generally, a training is billed by part.
- Percentage-based billing information: allows you to ask for a down payment prior to the training.
- Free billing information: allows you to ask for a fixed amount.
Akuiteo creates as many pre-billed elements as there are financial backers.
- Save your billing element. It is added in the tree structure on the left under the Billing file entry.
Note: you can also bill by making a right click on the lines of the session's billing table.
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