Finance & Invoicing

Finance functionality built just for training companies

Finance & Invoicing

Focus on what really counts…

Go global

Automatically generate invoices, reminders, credit notes, statements and refunds with absolute ease. Offer multiple payment gateway options. And with the option to charge for courses in different currencies, you'll easily support your international delegates.

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Global learners booking online training courses

Seamless software integration

Streamline all course payment and invoice processes by integrating your existing finance software with the accessplanit training management system. With support for tools including Sage and Xero, it's seamless from start to finish.

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Logos for Sage and Xero – both supported by the accessplanit training management system

Promote yourself

Make your training courses unmissable with bespoke discount codes, loyalty rewards, vouchers and promotional pricing. With a powerful system, designed for training companies, repeat business has never been so simple.

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Training management system email dashboard

Making training management simple…

Integrate with your existing finance system

Automatically generate invoices, reminders, reports and statements

Reward your learners with vouchers, discounts and promo codes, as well as group bookings and early bird pricing

Offer 24/7 online course booking and payment - because the world never sleeps

Multiple currencies supported, making life easy for you and your international delegates

Control everything from transfers and deposits to refunds and cancellations

Stunningly simple course profitability tracking

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See for yourself just how our training management system can help your business