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Finance related articles

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When a client asks OL to issue a quotation for courses
Process The clients sends the organisation's info and the enrolment details to CS. Finance raises the quotation and sends it to the client
- 1 mth ago
- 5
- Finance related articles
Institution plans: How do I know which plan / tier is a client on? (Aug 2021)
As a member of CS team I sometimes need to check which plan exactly is the client on. Wasabi only tells me if it's educator/personal/portal. How do I see more? You can check in Hubspot.…
- 3 mths ago
- 10
- Finance related articles
When and how to approve refund requests / Refund process
Contents Course refunds for learners OL Monthly or yearly subscription refunds Teach.com.au monthly and yearly subscription refunds Course refunds for Learners When to approve:…
- 4 wk ago
- 3 replies
- 94
- 2
- Shannen Bradfordfacilitator1 mth ago
- Finance related articles
[LEGACY] Setting up a paid class and payment process (for institutions)
In this article How to set up a paid class Providing OpenLearning with your payment details How can learners pay for the course? What happens if a learner requests a refund?…
- 1 mth ago
- 2 replies
- 571
- 3
- Alenka PrezeljCustomer Success9 mths ago
- Finance related articles
Monthly payment to institution clients with paid courses process
We have some institution clients with paid courses on OpenLearning. Paid course enrolment transactions occur via OpenLearning, then we transfer course enrolment funds to the course provider monthly,…
- 1 mth ago
- 104
- Finance related articles
Course enrolment payment via invoice process
Some organisations have specific needs for paying to enrol their employees in courses. For example: They want to enrol a bulk amount of people (not feasible to do this directly through the platform)…
- 1 mth ago
- 6 replies
- 187
- 3
- Brooke Hahn2 yrs ago
- Finance related articles
How to handle requests for invoice payments (Educator & Personal plan subscriptions)
Some educators need to pay via invoice or bank transfer instead of through our payment gateway. This requires a different process, which the following article outlines.…
- 1 mth ago
- 186
- 2
- Finance related articles
Setting Currency
On our pricing page, it's stated that "Payments processed through OpenLearning will incur payment processing fees from Paypal, Braintree or MOLPay ranging from 2.3%-4.…
- 1 mth ago
- 57
- Finance related articles
Monthly payment to course providers process (Educators)
We have a number of educators that run paid courses on OpenLearning. Paid course enrolment transactions occur via OpenLearning, then we transfer course enrolment funds to the course provider monthly,…
- 1 mth ago
- 1 reply
- 181
- 2
- Sophea Sengfacilitator2 yrs ago
- Finance related articles

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