Manage Customer Accounts
Customer accounts can be setup with certain credit terms and a course price agreement, so discount can be applied across the board or to certain courses and then payment terms will be automatically added to their invoice.
Keep on Top of Payments
Automated payment reminder emails can be setup to inform your customer’s of any outstanding debts. Option to pay using a credit card can also be included on an invoice to avoid unnecessary phone calls for taking card payments!
Integrated with your accounts
Import your customers from accounts package periodically and then export any invoiced orders or credits to ensure both systems are kept up to date.
Full integration with bespoke accounts packages can also be developed at extra cost – we’re currently developing a fully automated integration with Sage Cloud and Xero.
Smooth transition into a new working environmentRhead 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 smooth transition into a new working environment. Rhead Group
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.
Invoices are automatically locked down so that no changes to invoice amounts can be changed, unless you are logged in as an accounts administrator.
Also, all changes are logged in our audit log so you can easily see when changes were made and who by.