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This section details the available options when configuring finance settings.
Account Finance Options allows you to define your Invoicing and Payment Gateway options per training provider. You are able to define your standard invoicing options, and also override some of these for specific customers such as Invoice terms and mandatory P.Os
Account finance options overview
Click here to view our guide on configuring different finance options
Choosing your payment gateway
Click here to view a list of our currently supported payment gateways.
Finance details for your implementation manager
At the start of your implementation, your implementation manager will need to know how to configure the following options:
Basic Details
You can customise some of the information that is displayed or applied to Invoices and Credit Notes within your accessplanit platform. The table below outlines all functions that are available within this area of Account Finance Options:
| Example | ||
|---|---|---|
| Purchase Tax | Overrides the tax label. The default is VAT, but sales tax or TAX can be used outside of the UK. | VAT |
| Tax Rate (%) | Overrides the tax rate. The default is 20% (Current UK VAT). | 20% |
| Invoice Term Days | Defines the number of days before an Invoice being overdue based on the Invoice term type. | 30 |
| Invoice Term Type | Defines how the platform calculates an Invoice due date, i.e. being based the start date of the course, or at the end of a course date etc. | After invoice generation / After the course date |
| Tax Exclusive | Allows you to advertise your courses as tax exclusive if selected, or inclusive if not selected. This will apply to all courses platform wide for the selected provider. Note this is not tax exempt. | True/False |
| Tax Label | Provides an additional label to your course costs, such as 'inc. VAT' or 'excl. VAT'. | inc. VAT |
| Auto-Commit Invoices | Allows the platform to automatically generate Invoices following a booking. Without this Invoices must be generated manually. Please note, if a booker pays in full and auto commit is turned off, an Invoice will still be generated. | True/False |
| Message to be displayed in the footer of the Invoice | Here you can define your own custom content to be displayed at the bottom of your Invoices, such as BACS payment details. | VAT Reg Number…
BACS Payments payable to…
Cheque Payments payable to… |
Payment Methods To Be Enabled
Payment Method | Enabled? | Available to |
|---|---|---|
Invoice | Y | Administrators & designated accounts |
Opayo (formally SagePay) | Y | All users |
PayPal | N |
|
Barclays EPDQ | N |
|
| Global Payments | N | |
| Stripe | N | |
| WPM Education | N | |
| Adyen | N | |
BACS | Y | Administrators only |
Cheque | Y | Administrators only |
Cash | Y | Administrators only |
Voucher | Y | Anyone who is issued a voucher |
On this page:
| Table of Contents |
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