Accounting and Finance System
Our accounts system is the final step in the training booking process, allowing you to easily send
invoices, track payments and integrate with your existing accounts package.
Price Agreements
Customer price agreements allow you to apply a course-specific or global discount. Meaning all bookings will automatically have their discount applied
Manage Customer Accounts
Credit Facility
Set a customer’s credit limit and track their bookings to ensure they don’t overspend without you knowing
Payment Terms
Each customer can have an individual payment terms with automated emails once a payment is due
Integrated with your existing accounts package
Use our integrations to sync invoices, payments and customer information, allowing you to keep your existing accounts processes in place.
We currently have integrations setup with Xero and Sage. Plus, an integration with any account’s software can be developed using our API or Zapier – please contact us with any package specific questions.
Audit Ready
Ensure audit compliancy as all changes and emails are logged to the system so you can easily see what has changed and who by. Bookings are also locked down once invoiced so that accounts can be easily reconciled between your systems.
More Features
- Cancellation & Transfer Fees
- Product Reselling
- Vouchers & Discount Codes
- Credit Notes
- Course Nominal Codes
- Tax Codes
- Ad-hoc Items
- Financial Reports