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accessplanit finance features you might be missing

Written by Jenna Buttershaw | Nov 13, 2025 10:59:42 AM

Length: 22:33

There’s more to accessplanit finance than meets the eye. This session explores finance features that are often overlooked, from price schemes and partial payments, to mandatory POs and custom Invoice terms.

In this session Jamie & Frank cover the following:

  • Assigning Fees to Courses
  • Using Price Schemes for flexible Course costs
  • Enabling deposits using Partial Payments
  • Setting custom Invoice Terms for key customers
  • Collecting PO Numbers when you need them

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