You can record the costs for an event or for a course activation (seminar, e-learning) via the bill export and if successfully attended the costs can be exported. The bill data sets are created when all event dates of an event date group are set to the status “Closed”.
You see in the overview (Course management → Bill export ) all created bill exports, listed by title, owner, starting date, end date, creation date and change date. Via right click on the table header the option Always show selected columns is available on the one hand, on the other hand you can Edit display of columns and order.
Create bill export
Select the client from which the registration datasets are exported.
Enter the starting date for the registration datasets.
Enter the end date for the registration datasets.
Each registration dataset can only be read out if it was not exported. If the registration data is marked as exported, it is ignored during a re-export.
Enter a title for the exported data.
The teaser describes the exported data.
Information from a provider is used to filter these datasets.
To reset your entered and selected data, click on the button Reset.
To finish your export, click on the button Export. Then you can edit the bill export or you can close the dialog window.
Edit bill export
- To edit the appropriate bill export, click on the title of the bill export.
The dialog window for editing the bill export opens.
- To add further billing data, click on the button Add billing data.
The dialog window Add billing data opens.
Enter the following data (mandatory): OU, Last name, First name, Provider, Event title, Starts on (date), Ends on (date), Price and Discount.
Finally you click on the button Save.
The dialog window Add billing data closes and the billing date is entered in the table with the comment Changed New.
You can edit or delete this billing date via click on the appropriate buttons. If you have clicked on the button Delete in the line of the appropriate billing date, the billing date is still shown, but it is marked as deleted.
- To open or save the CSV file for example with Excel, click on the button Export.
- To delete the bill export, click on the button Delete. The button Undo deletion is shown. At this step you can click on the button Undo deletion to undo the deletion of the bill export.
API for recalling the export of bill data sets
The API of recalling bill data sets is invoked by an end point via URL and delivers XML and JSON as output. Hereby the bill data sets are marked as “Recalled/Billed”. Thus already recalled or billed bill data sets are not transferred once more, but via a parameter value it is possible to recall them again. Via a header you can load billed data again.
For further questions feel free to contact our support team.