CUS – ST – Enrolment – Invoices

In this lesson, you will learn how to:

• Import invoice information linked to student enrolments
• Understand why accurate invoice data is critical for financial management
• Use the Enrolment Invoices Excel Guide to prepare a CSV file
• Follow mandatory field, date, amount, and GST rules
• Map invoice fields correctly to TEAMS
• Choose how TEAMS handles new and existing invoice records
• Review success, warning, and error files after import
• Validate imported invoices from the enrolment financials tab

This lesson supports reliable invoicing, receipts, credit notes, refunds, and transfers of funds within TEAMS.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.