How to Manage Corporate Bookings and Invoicing with RTOPilot

This walkthrough covers RTOPilot's corporate bookings feature - setting up employer-specific bookings with custom discounts, enrolling students, generating invoices, and managing payment through Stripe or external settlement.

What's covered:

✓ Creating corporate bookings with ABN lookup, coordinator assignment, and purchase order numbers

✓ Setting percentage, dollar, or fixed-price discounts per class template

✓ Configuring externally paid enrolments so students aren't charged upfront

✓ Allowing corporate students to enrol in public classes at the discounted rate

✓ Building classes within a corporate booking with auto-applied pricing

✓ Enrolling students and the difference between regular and externally paid flows

✓ What the coordinator portal looks like for corporate bookings

✓ Invoice settings - default footers, reusable line item templates (parking, equipment hire, etc.)

✓ Generating invoices that pull in all unpaid enrolments automatically

✓ Stripe payment links vs external settlement, voiding invoices, and rolling invoices for ongoing bookings