Clearer billing
Make the billing gaps visible before month-end.
Compare bookings, attendance and invoices while the course details are still available. Give finance a clear record of what changed and what remains to bill.
Find the missing link.
Check delivery against the billing record.
Compare the booking with the invoice
Match each booking to the relevant billing record. Follow up on missing company details, references and invoice status before the course disappears into last month’s reports.
Keep exceptions attached to the course
Cancellations, additional places, no-shows and substitutions need context. Record the change and check the agreed terms before adjusting the invoice.
Agree the handover to accounting
Decide where invoices are created and where payment status is maintained. Test the normal case and a credit or cancellation with your finance team.
Measure recovered billing separately
Track actual corrected or issued invoices. Keep that figure separate from potential revenue and admin time savings so the business case stays useful.
See it with your own workflow.
Tell us how you run your courses today. We’ll walk through the relevant features together.