Multi Courses on One Invoice
Multi Trainer Course bookings on a single invoice
Primary use case for this is a School that wants multiple trainers going to a school on a single day to delver training and a single invoice for it all.
Example: https://stjohn.lightning.force.com/lightning/r/Course__c/a022u00000N76oOAAR/view
- Go to courses and create a new Industry course (Note: you do not need to create any sessions here)
- Set the capacity to the following 1 + (Seats per course * number of courses)
- Create the booking for the billing
- Go to the booking and set the capacity to 1
- Go to the booking’s order and adjust the $ value as needed to match the agreed pricing
(Steps 1-5 follow as if making a standard industry course with composites)
- Go back to the course and create the composites (1 for each trainer needed)
Once the composites are made for each composite do the following
- Create the necessary session / sessions
- Create a booking to add attendees
- Set the linked order value to $0
- Assign trainers (as needed) to each course – (Can be done later)
- Add attendees to each booking as you get the information