Introduction.
Beginner Ervaren Expert

Offering and invoicing in Coachview starts with properly setting up the sales rules. With sales rules you charge costs such as participation costs, exam costs, teaching materials, travel costs, preparation costs, etc. But you can also use them to determine the discounts. A sales rule is converted into an invoicing rule during invoicing. If Coachview is linked to an accounting system, it is therefore important to properly record the general ledger account, VAT, cost centre and debtor in the sales line. You can add a sales line to an request and/or a course definition and/or a course definition part. If you have added a sales line to a course definition and/or course definition part, it will automatically be added to the request.


You can add a sales line to a course definition, course definition part or request by means of a sales line template.



Why add sales rules to a course definition?
  1. Do you only add sales rules that are used by default in a quotation, order or invoice?
    1. Advantage: before you make the quotation, order or invoice, you no longer need to make adjustments to the sales rules to determine the price. It takes no extra time and is not error-prone.
    2. Disadvantage: in a customization process you may first have to remove all sales rules and then add new ones to determine the price. You can prevent this by creating a separate course definition especially for custom made projects.
  2. Do you add all conceivable sales rules that can be used for a quotation or invoice?
    1. Advantage: it is easier to remove one or more sales rules as the situation requires.
    2. Disadvantage: if you have not yet determined the sales rules, the too high total price will be registered as expected sales.
  3. Don't you add sales rules?
    1. Advantage: you can now decide which sales rules need to be added when requesting the quotation or invoice. Convenient for a customization process.
    2. Disadvantage: adding sales lines to a request takes extra time and is error-prone.

You can always change, delete or add new sales rules from the course definition before you make the quotation or invoice.

What is the difference between adding sales rules to a course definition or course definition part?
  1. Sales rules added to a course definition are always passed on to the participants of the course.
  2. Sales rules added to a course definition part will only be passed on if a participant is enrolled in this specific part. Think for example of the exam part. Only the participants who are allowed to take the exam, or who are only registered for the exam because of a re-examination, will be charged.


Add sales rules to the course definition and set the price for the complete course.

1. Open the course definition by clicking on the name in the search screen.

2. Go to the 'Sales rules' tab and click on the 'Add' button.




3. The sales line template screen opens. Select one or more sales line templates by checking the box.



4. Click on 'Add', the screen will close.


5. Open the added sales line to change the number, price, general ledger or cost center by clicking on the name. Click on the 'Edit' button. Fill in the price at 'Piece price'. This will also determine the amount automatically. Click on 'Save & Back'.


Add sales rules to a part and set the price for part of the course.

In addition to a price for the complete course, would you like to calculate exam costs, for example, if a participant takes the theory and/or practical exam?

Then add one or more sales rules to a course definition part. Prices will only be passed on if a participant is enrolled in this specific component.



  1. Open the course definition by clicking on the name in the search screen.
  2. Go to the 'Parts' tab and click on the name of the component.
  3. Go to the 'Sales rules' tab and click on the 'Add' button.
  4. Select one or more sales line templates by ticking them.
  5. Click on 'Add'.
  6. Open the added sales line to change the number, price, general ledger or cost centre by clicking on the name. Click on the 'Edit' button. Fill in the price at 'Piece price'. This will also determine the amount automatically. Click on 'Save & Back'.


Remove sales rules.

Do you want to remove a sales rule?

  1. Click on the 'Edit' button
  2. Check the sales line(s) you want to delete
  3. Click on 'Delete' and 'OK'.

Do you get any of the messages below'?
Then you can't remove the sales rule anymore. Set the sales line to 'Inactive'.