Sometimes an invoice is raised for a client when it should have been created for a company, and vice versa. 

RTOs can easily convert client invoices to company invoices and vice versa. The action is triggered using the “Invoice Actions” drop-down list in the invoice window (as below).

 

After selecting Convert to Company Invoice, the Conversion pop-up box is displayed where the company should be selected (as below). Select the relevant company, click on the Convert button and the invoice will be converted to a company invoice.

 

Alternatively, when converting a company invoice to a client invoice the Conversion pop-up box will look like the following:

Note that the RTO can select any client in any course but the original course in question will be listed first.