Curriculum
Course: Finance - Operations
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Curriculum

Finance - Operations

Lesson - Enrolment Dashboard - Financial Transactions

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Lesson - New invoice

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Lesson - Negative Invoice

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Lesson - Recreate Invoice

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Lesson - Edit Invoice

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Lesson - Add or Edit Application instalments (invoices)

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Lesson - Receipt

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Lesson - Refunds

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Lesson - Transfers

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Lesson - Agent Dashboard - Financial Transactions

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Lesson - Bonus Invoice

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Lesson - Pending Payments

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Lesson - Commission payments

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Lesson - Agent Transactions

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Video lesson

Add / Edit Bonus invoice

In this lesson, you will learn how to create and manage Agent Bonus Invoices in TEAMS.
You’ll explore:

  • What is a Bonus invoice
  • How to access the Bonus Invoice screen
  • How to create a bonus invoice for the Agent
  • How to Link a Bonus Invoice to an enrolment
  • Basic knowledge of different checkboxes

This lesson is essential for finance and marketing staff who manage agent relationships and want to ensure bonus payments are tracked and linked correctly in the system.

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