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Create invoice and enroll learner from task record

Create invoice and enroll learner from task record

Enrollment tasks missing payment or LMS access force coordinators into manual work and delay learner access. It enrolls learners, generates invoices, updates the task and sends the welcome email same day.

Create invoice and enroll learner from task record

Overview

Manual enrollment and invoicing ties up coordinators and delays learner starts. This flow converts a qualifying task update into an enrolled learner, linked invoice, and welcome email so learners can begin same day and billing staff can close faster.

Create invoice and enroll learner from task record