Create Invoice

Customer Name

Email

Phone

Country

Amount

Tax1

Document Number

Invoice No	Client	Invoice Date	Due Date	Status	Sales Person	Ammount

Customer:

Contact:

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Document Date:

Tax:

Status:

Salesperson:

Reference Comments (Limit 250 Characters):

Document Number

Division

PO Number

Document Due Date:

Transaction Charge:

Discount:

Private Comments (Limit 400 Characters):

Document Items

Product	Description	Quantity	Unit Price	Subtotal	Delete

Sub Total:

Tax:

Transaction Charge:

Discount:

Total:

Files And Comments

Type	Content

From:

To:

SATV Overview

Total Of Courses Invoiced:

0 Total Of Invoices:

in progress

Total Of Invoices Ammount:

in progress

Total Of Invoices Ammount Paid:

in progress

ESI Overview

Total Of Courses Invoiced:

in progress

Total Of Invoices:

in progress

Total Of Invoices Ammount:

in progress

Total Of Invoices Ammount Paid:

in progress

PRIV. Courses Overview

Total Of Courses Invoiced:

in progress

Total Of Invoices:

in progress

Total Of Invoices Ammount:

in progress

Total Of Invoices Ammount Paid:

in progress

Total Course Income:

All Total Of Invoices Ammount:

in progress

All Total Of Invoices Ammount Paid:

in progress

Courses Not Paid ()

Amount:

Number of Customers:

Number of Contacts:

Company Name

Company Contact Name

Address Line 1

Address Line 2

Address Line 3

City

State

ZipCode

Phone No

Email

ESI Staff Users:

Custom Reports:

Total Customers

Total of Assigned Seats

Total of Used Seats

Total of Available Seats

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TSRID	TIER	Offer Date	Country	Customer	Fundamental Seats	Fundamental Used Seats	Fundamental Remaining Seats	Advanced Seats	Advanced Used Courses	Advanced Used Seats	Advanced Remaining Seats

TSRID

TIER

Offer Date

Country

Customer

Fundamental Seats

Fundamental Used Seats

Fundamental Remaining Seats

Advanced Seats

Advanced Used Courses

Advanced Used Seats

Advanced Remaining Seats

S4B Detail January 2020:

Company:

Participant/Courses:

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CourseID

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Course Title

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Register URL

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TIER:

Owner:

ITG_Fundamental_Seats:

ITG_Fundamental_Used_Seats:

ITG_Fundamental_Remaining_Seats:

ITG_Advance_Seats:

ITG_Advance_Used_Seats:

ITG_Advance_Remaining_Seats:

UPDATE

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Web Leads

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Reporte de leads sin incluir registraciones por EMS o ESI

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Number of Courses Unpaid:

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Number of Courses Unsubmited:

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Opportunity Finder

All Estimates Invoices ESII(Only Use For Results Not Found Previously)

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	Full Name	Email	Phone	Company	Action
	Name	Email	Phone	Company	Comp. Phone	Action

Learner Registration

Personal Details

First Name*

Middle Name*

Last Name*

Gender

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Email Address*

Telephone Number*

Current Address

Company Detail

Company*

Courses

Back

Upload Renova

This will replace active users for Organization

CSV Format: Title renovausers.csv

firstName	lastName	email	Organization	Clasification
John	Doe	johndoe@renova.com	Renova	Participant

Participants Upload

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CSV Format: Title newparticipants.csv

firstName	lastName	email	Company/Organization	Telephone	Country	Job/Role
John	Doe	johndoe@renova.com	Renova	787-888-9999	Puerto Rico	IT Manager

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Course Ending on

Course Location

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Sun

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SATV Overview

Total Of Courses Invoiced:

0

Total Of Invoices:

in progress

Total Of Invoices Ammount:

in progress

Total Of Invoices Ammount Paid:

in progress

ESI Overview

Total Of Courses Invoiced:

in progress

Total Of Invoices:

in progress

Total Of Invoices Ammount:

in progress

Total Of Invoices Ammount Paid:

in progress

PRIV. Courses Overview

Total Of Courses Invoiced:

in progress

Total Of Invoices:

in progress

Total Of Invoices Ammount:

in progress

Total Of Invoices Ammount Paid:

in progress

Total Course Income:

All Total Of Invoices Ammount:

in progress

All Total Of Invoices Ammount Paid:

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Courses Not Paid ()

ESI Staff Users:

Custom Reports:

S4B Detail January 2020:

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Courses

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This will replace active users for Organization

CSV Format: Title renovausers.csv

Participants Upload

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CSV Format: Title newparticipants.csv

Course Expenses

Course:

Number of Participants:

Total Course Revenue:

Total Course Expenses:

Total Net Income:

Revenue

Expenses

Course:

Product:

Sending Notifications

***More Fields Can Be Added as Clients Requests***

***More Fields Can Be Added as Clients Requests***

More Fields Can Be Added as Clients Requests

More Fields Can Be Added as Clients Requests