Accounting and Finance Features

Customer account management and bespoke pricing

Manage Customer Accounts

Keep on top of key account's credit facility and payment terms. Then setup course specific discount for those customers to be automatically applied when a booking is placed offline or online.

Outstanding and paid Payment screenshot

Keep on Top of Payments

Automated payment reminder system to prompt customer's for payment of training to improve cash flow. Course certificates can be easily withheld until full payment is received.

Add a link to your invoice to allow for a card payment to be taken online and automatically credited.

Secure integrations with accounts such as Sage

Integrated with your accounts

Two way sync setup between your accounts package to ensure information is kept up to date and to eliminate data entry between systems.

We currently integrate with Sage and additional integrations can be developed - please contact us and we'll be happy to advise.

  • Testimonial

    Smooth transition into a new working environment

    Costain Group, Stephen Gibson, General Manager

    Delegate Planner allows us to keep all of our information relating to training and associated administration in one secure place, meaning we no longer need to search for records across a number of different systems. This feature has proved invaluable, allowing us a smooth transition into a new working environment. Costain Group

Multiple currencies support

Multi Currencies and Tax Codes

Invoice in your system’s default currency or alter the currency for an invoice and the system will automatically calculate the amount in a different currency based on the conversion rates.

Plus set a VAT rate for an entire booking or an individual item, allowing for zero VAT for international invoices.

Audit log for tracking changes

Keep control

Invoices are automatically locked down so that no changes to invoice amounts can be changed, unless you are logged in as an accounts administrator.

All changes are logged in our audit log so you can easily see when changes were made and who by.

Custom Invoice Templates

Course cancellation policies

Manage Outstanding Invoices

Export Invoices and Credit Notes

Credit Notes for Cancellations

Automated Payment Reminders

Import Account Information

Course Specific Nominal Codes

Customer Credit Limits

Customer Pricing Plans

Book Demo

Fill out your details below and one of our team will be in touch to demonstrate how you can use Delegate Planner to streamline and scale your training operations.