How to allocate a course to a Learner (and optionally email an invoice)
Note: If you do not wish to take payment, you should instead follow the steps to Allocate a Course
- Click Create order under Orders
- Find the User
- Enter their name or email address and click Search - we recommend searching by email address
- Select the User you are looking for and click Create Order
- Add one or more Courses
- Click the Add product button
- Choose the desired course from the list and click Select
- Enter Quantity as 1 and click Add to Order
Note: The above steps can be repeated to allocate multiple courses at once
- Save your order
- Click Submit Changes at the bottom of the screen
- Click Submit Changes at the bottom of the screen
- To complete the allocation click View
- Select the Order Status dropdown menu and change the status to Completed
Note: To provide an email notification for this order, check the box next to Send email notification on update
If the Payment Method is Credit Card, the Learner will also receive a tax invoice in the email notification - Click Submit Changes