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I own a company that offers various courses. A sponsor approached us, wanting to enroll 5 students. The total course fee per student is $200, and the sponsor made an initial payment of $100. However, the sponsor mentioned that the remaining amount will be paid by the students directly.
From the company’s side, we will invoice the sponsor based on $200 per student, and invoice each student individually at $250. The excess amount ($50 per student) will be calculated and refunded to the sponsor at the end of the course. Also, students are required to make prepayments at the time of enrollment.
I want to manage this entire scenario using Projects (Jobs) in Business Central. Here's how I intend to structure it
Create one task line for the sponsor that reflects the total amount they are expected to pay.
Create separate task lines for each of the 5 students, with the course price set at $250.
These 5 student task lines should be linked or grouped under the sponsor’s task line to track total income received from students vs. what the sponsor paid
So for example:
Total due from sponsor (5 students × $200): $1,000
Total received from students (5 × $250): $1,250
The sponsor’s task line should show: $1,250 (from students) – $1,000 (sponsor share) = $250 refund due to the sponsor at course end.
This scenario can be managed using Jobs in Business Central with a combination of job tasks, job planning lines, and usage/invoicing tracking, but some limitations exist in standard functionality regarding parent-child task relationships and refund logic.
Here’s how to approach it:
Create a Job for the sponsored course.
Under the Job, create:
Link all revenue and cost tracking to these tasks using Job Planning Lines.
You’ll need to manually track the overpayment (the $50 extra per student) outside the job structure, using either a dimension, custom field, or Excel report.
Prepayments from students can be handled using Sales Prepayment Invoices linked to each student’s job task.
At course end, raise a Purchase Credit Memo or G/L Entry to refund the $250 to the sponsor.
Note: Jobs in BC do not support true hierarchical task grouping or automatic revenue aggregation across tasks, so the sponsor's task line won’t auto-reflect student payments. To achieve this dynamically, you would need a customization or Power BI report for visual tracking.
✅ Mark this answer as verified if it helps you.
Hi, good day I hope this can help you, and give you some hints.Jobs - Dynamics 365 Business Central
Best Regards Gerardo
Hi Peter
This is a great use case for BC’s Jobs module, and while standard functionality doesn’t support hierarchical task relationships or automatic refund logic, you can still model this scenario effectively with a structured approach.
Here’s how to set it up:
1. Create a Job for the Sponsored Course
2. Define Job Task Lines
3. Use Job Planning Lines for Invoicing and Prepayments
4. Track Overpayment and Refund Logic
5. Reporting and Visibility
Helpful References
Here’s an example of how task billing can be structured for multiple customers: Dynamics 365 Lab – Task Billing Method
If you find this helpful, feel free to mark this as the suggested or verified answer. Cheers Jeffrey
This is a smart and well-structured approach to managing both sponsorship and student billing in Business Central using Projects. Linking the student task lines under the sponsor’s main task line allows clear visibility of total revenue, individual contributions, and ensures accountability when calculating the refund. Just make sure to set up proper dimensions or custom fields to tie the student lines back to the sponsor for accurate tracking and reporting. Great use of Business Central’s project tasks to streamline a complex billing scenario!
I can try this for Unblocked Games
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