Finance Overview

Integrated Payment Gateways

There are a variety of Payment Gateway options available for your online payment processes! Including; Opayo, Stripe, WorldPay, Paypal, Adyen, and Barclays ePDQ. Read more about payment gateways.

Flexible Invoicing Options

There are a wide range of Invoicing options to support your financial processes, you can choose to have Invoices generated immediately following your bookings (saving on time and admin), or generate your Invoices manually, periodically (giving you control over the timing, and content of the Invoices).

You can also define your standard Invoice Terms, and override these terms for key customers!

Automation

Automate finance notifications such as email payment receipts and overdue Invoice notifications, to save your team time and ensure that your customers are kept up to date with their Invoices and Payments.

Customisation

Customise the branding of your Training Providers' Invoices, including logos and custom footers

Invoices

Invoices are a key part of the finance module. They serve as financial records for your bookings made on your courses and can be used to keep track of customers who have or haven't paid for their courses. Invoices can also be sent out to customers, who can then make payments against them.

Credit Notes

Credit Notes are a special form of payment method in accessplanit that serve to write off outstanding balances against invoices where Delegates have cancelled their place on a course and been refunded, or where Delegates have been transferred to another course.

Vouchers

Vouchers can be used in the Shopping Basket to offset against the Booking Cost. These can be assigned to Users manually by Admins, or set up so that Booking Users can purchase them via the Shopping Basket.

Account Finance Options

Account Finance Options allows you to define Invoicing and Payment Gateway options for your Training Providers'. Here you can define your standard invoicing options, and also override some of these for specific customers such as Invoice terms and mandatory P.Os.

Payment Gateways

Implementing Payment Gateways into your accessplanit platform allows you to take payment online via your Shopping Basket or Checkout. Follow the linked page above to learn more about each of the Payment Gateways supported by accessplanit, and find the option that will work best for you!

Discounts

Discounts are a great way to encourage bookings and reward your customers! You can offer Discounts in various scenarios, including early bird bookings, loyalty from attending previous courses, or as an exclusive offers for key customer Accounts.

Price Schemes

Price Schemes are used to provide a group of Users with an alternative cost for a Course. They can be set up to provide the alternative cost for users in a certain Account, Account Group, or uses that have a certain Job Role.

Price Schemes are automatically applied to a Shopping Basket/Checkout so your customers do not need to remember a Discount Code!

VAT options

Your accessplanit platform offers a wide variety of different VAT inclusive, exclusive, and exempt options which can be set at different levels within the platform