Offering and invoicing in Coachview starts with properly setting up the sales lines. With sales lines you charge costs such as participation costs, exam costs, teaching materials, travel costs, preparation costs, etc.

A sales line is converted to an invoicing line during invoicing. If Coachview is linked to an accounting system, then it is important to properly record the general ledger account, VAT, cost centre and debtor in the sales line.

You can add a sales line to a course definition and/or request. If you have added a sales line to a course definition, it will automatically be added to the request.

With the help of price agreements that you add to a sales line, you register deviating price agreements and discounts for individuals and/or companies..

Note: a sales line for a course definition or request can be created using a sales line template..


Create a sales line templateeAdding a sales lin to a course definitionPrice agreements: introduction and step-by-step planEditing sales lines in bulk