Overview

It is best practice to convert adjustments at the end of the week or at the end of the programme. This is because:

• An attendee may have multiple adjustments, converting the adjustments at the end of the week will add all adjustments to one invoice or credit note (one financial document)

• If you convert adjustments daily, then each new adjustment will create a new invoice or credit note

How To Convert Adjustments

1. Head to your activities adjustments tab (See Where To Find Adjustments here)

2. You will see all adjustments that need to be converted to invoices or credit notes listed here

3. Select the drop-down arrow next to one of the attendee’s adjustments

4. Review all the adjustments for the attendee

   • Some adjustments may say to invoice - adjustments that are to be invoiced will state that an additional day/session has been added for this attendee in the attendance reconciliation section

   • Some adjustments may say to credit - adjustments that are to be created as credit notes will exist because the attendee has been marked as absent with a credit session by the provider OR the customer have cancelled a paid session and need to be credited or refunded for a session.

     • You may see a Draft Attendance Notification within the banner. If attendances are not yet reconciled, you will not be able to convert the pending adjustments

       1. Click on Attendance Reconciliation in the banner

       2. Enrolmy will take you the day of the attendance, review the attendance for the day and save and finalise it

5. Select the tick box next to the attendee's name, and select convert adjustments to generate the draft credit note or draft invoice

6. Once adjustments are converted, they become draft invoices and draft credit notes. Make sure you approve and email these draft invoices to customer for payment, or refund and/or apply credit notes to customers' invoices where applicable.

Last Updated: 23 Apr 2025