Managing Class Invoicing Requests

Administrators manage reviewing and approving invoicing requests to ensure compliance with institutional billing policies

Steps for Approving or Declining an Invoicing Request:

1. Log in to Breakout Learning with your Organization Administrator account.

2. Click on “Organizations” in the left sidebar to navigate to the Organizations Page.

   

3. Click “View Details” on the relevant organization.

4. Open the Invoice Requests section.

   

5. Review the list of pending invoicing requests, which includes:

   • Instructor Name & Course Information

   • Estimated Number of Students

   • Billing Details & Additional Notes

   

6. Click “View Request” on a specific Invoice Request.

7. Choose to either:

   ✅ Approve the Request

   • The system marks the class as "Invoiced" and a confirmation screen is shown.

   • A confirmation email is sent to the instructor.

   ❌ Decline the Request

   • Enter a reason for rejection.

   • The instructor receives feedback on necessary corrections or missing details.

     

Tracking and Managing Invoiced Classes

After approval, administrators can track invoiced classes from the Admin Portal:

• Monitor active and pending invoices.

• Update billing details if necessary.