Finance management with accessplanit

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Manage and automate your finances

Efficiently manage and automate your finances

Use our Finance module to manage the commercial side of your courses! Streamline all of your finance processes related to your training events by automatically generating invoices, reminders, credit notes, statements, and refunds with ease.

Book a demo with accessplanit

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The benefits of using accessplanit's Finance Module

1.

Sync With Sage And Xero

Sync your systems by extracting your data for use with finance tools including Sage and Xero

2.

Commit your invoices

Choose to auto-commit or raise invoices individually, or in bulk

3.

Automate your financial emails

Automate finance notifications such as email payment receipts and overdue invoice notifications

4.

Customise your invoices

Customise your invoice branding and choose which information to display for consistent and professional communications

5.

Manage discounts and vouchers

Easily create and manage discount codes, promotions, vouchers and price schemes

6.

Standardise Your Finances

Global finance settings standardise how your team works with features such as such as tax details, discount settings, and pricing schemes