Invoicing & finance
Know what was booked, delivered and billed.
Keep the invoice connected to the course. Give finance the booking details and attendance records needed to bill accurately.
Every place accounted for.
First-aid course · Company booking
Start with the right billing details
Capture the company buyer, invoice address and booking reference at purchase. Keep participant records attached to the booking without confusing the attendee with the payer.
Account for changes
A cancelled place, a replacement participant and a no-show can have different billing consequences. Keep those changes visible and apply the terms you have agreed with the customer.
- Compare booked and attended places.
- Check cancellations and credits before invoicing.
- Review delivered courses with outstanding billing.
Connect to your accounting process
Agree which system creates the invoice and where payment status is recorded. We scope the connection for your accounting product and version, including the fields and exceptions your finance team needs.
Questions from training providers
Which accounting systems can we connect?
Tell us the product and version you use, such as a Visma product, Fortnox or DATEV. We confirm the available connection, data direction and implementation scope before you commit.
Can invoices follow our own billing terms?
Your payment timing, cancellation rules and company booking requirements are part of the workflow review. Bring a typical invoice and an exception to the demo.
See it with your own workflow.
Tell us how you run your courses today. We’ll walk through the relevant features together.