COMING SOON
Streamline your Financial Processes
Spend less time on invoicing and reconciliation, more time growing your business.
Academy's payments and finance tools enhance how you handle course sales by managing workflows from orders to payments, supporting complex pricing scenarios, and integrating with your finance system. Empower your team to sell confidently whilst maintaining visibility over your revenue, refunds, and credits.
The hidden cost of manual financial processes
Without integrated financial tools, your administrative work grows alongside your revenue, making it challenging to scale efficiently.
Many training providers create invoices individually for multiseat orders, then edit those invoices when customers request changes. Unpaid invoices require manual tracking and follow-up.
When customers transfer to different courses, staff manually calculate fees, issue credit notes, and generate new invoices. Credits and development funds are often managed across spreadsheets. Monthly reconciliation involves cross-referencing bank statements with platform data. Refunds are handled through email threads with varying workflows.
These processes can create customer friction and limit growth challenges. Finance teams may become stretched as transaction volume increases. Sales staff might hesitate to pursue complex deals due to administrative requirements. Customers can experience delays in quotes, transfering programs, uncertainty about credit balances, and unclear policies.
Seamlessly integrating sales and finance
With integrated finance tools, sales team members can create orders for corporate clients with multiple courses and participants, including partner pricing and early bird discounts. They can save drafts, refine details, then send to clients for review. Clients log in, confirm orders, add purchase order numbers, and pay using pre-purchased credits. The system creates invoices, allocates revenue to divisions or faculties, and updates the finance system.
When learners need to transfer to different course dates, they can access their accounts, select new dates, and view calculated transfer fees based on purchase terms. After confirming, they pay any required fees using available credits, completing the transfer without staff involvement.
Supporting Your Business Model
Whether you're running open enrolment courses, delivering in-house programs for corporate clients, creating custom training solutions, or building long-term B2B partnerships, your business processes need to manage these different purchasing patterns and customer expectations.
Academy's finance tools support all business models within the same platform, so you can serve different customer segments without managing separate systems or manual workarounds.
Open enrolment courses
Team
purchasing
Custom
programs
B2B
partnerships
For Sales Teams
Empower your sales team to quote confidently and close deals faster with tools that handle complexity without creating administrative burden. From flexible pricing to automated order processing, give your team what they need to sell more whilst maintaining complete financial control.
Flexible Purchase Plans
Different audiences expect different prices. Offer staff discounts, early bird pricing, and corporate rates without creating separate courses or manually tracking eligibility.
Create staff, alumni, and student pricing with automatic eligibility verification
Set early bird and standard rates with date ranges that activate and expire automatically
Enable regional pricing and multi-currency support for international programs
Configure team enrolment discounts that apply based on participant numbers
Attach specific discount codes to plans for targeted promotions
Build a library of purchase plans – your standard pricing structure, corporate rates, alumni discount model – then attach them to multiple courses. Change a plan once and it updates everywhere, ensuring consistent pricing. Each purchase plan connects to purchase terms that define what happens when someone withdraws, transfers, or substitutes.
For Customers
Give your customers the flexibility and transparency they expect with self-service tools that make purchasing, transferring, and managing their learning investments straightforward. Reduce friction at every touchpoint whilst protecting your revenue and maintaining clear financial records.
Seamless Transfers & Withdrawals
The transfer and withdrawal system balances customer flexibility with business protection, allowing customers to self-serve where policies permit whilst automatically calculating fees and issuing appropriate credits.
Enable self-service transfers where customers select new course dates themselves
Automatically calculate transfer fees based on purchase terms
Enforce cut-off dates and policy rules without manual oversight
Allow sales teams to override terms when appropriate, with every override logged for audit
Issue credit notes automatically when transfers involve different pricing
When transfers occur, the system handles the complexity automatically, calculating fees, adjusting for price differences, issuing credit notes, and updating revenue allocation between organisational units. Customers receive clear options for how to proceed, whether paying the difference, using available credits, or banking credits for future courses. Withdrawals work similarly, with your terms defining refund amounts based on timing and the system enforcing them automatically.
For Finance Teams
Streamline financial operations with workflows that reduce manual processes and provide real-time visibility. From automated refund processing to comprehensive reporting and seamless integration, equip your finance team with the tools they need to scale efficiently.
Revenue & Transaction Reporting
The reporting suite provides real-time visibility into revenue, transactions, and financial health.
Monitor revenue by program, course, customer, or organisational unit with drill-down capability to individual transactions
Track which discount codes drive sales, understand transfer and withdrawal patterns, and identify programs with highest retention
View sales performance metrics: conversion rates, average order value by customer type, time from quote to close, and abandoned cart patterns
Reconcile payments through reports that match platform transactions to bank deposits (Stripe links automatically, EFT requires manual matching)
Export all reports to CSV for further analysis
.png)
Ready to streamline your course sales?
Streamlined financial processes let your team sell more whilst you maintain complete control and visibility.
When your sales team can quote confidently, your customers can self-serve their orders, and your finance team has real-time visibility, scaling becomes more achievable.
Get in touch to discuss how Academy can help you scale your business and deliver even greater impact to your enterprise customers.
