How to review learner billing

How to review learner billing

The Review Learner Billing function enables authorised users to review and approve the billing for learners who were added to the system by a user without rights to adjust billing. A review is required each time such a learner is added.

Finances > Debtors: Review Learner Billing

How do I review learner billing?

  1. Double-click the learner whose billing you want to review.

  2. If changes are needed, click Edit, make the necessary adjustments, and save.

  3. If the information is correct, click Approve.

Frequently asked questions

When is a billing review required?

A review is required each time a learner is added by a user who does not have rights to adjust billing options. Until the billing is reviewed and approved, the learner's billing setup remains pending.

Who can approve learner billing?

Only users with the appropriate rights to review and adjust learner billing have access to this function. If the option is not visible, contact the system Superuser to check user rights.

Last updated: March 2026  |  Version 2.0

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