Stop spending hours creating invoices for your training courses

For many training companies, delivering the training is the easy part.

It’s everything that happens around it that takes the time.

A client books a course. You deliver the training. Then someone has to create an invoice, check the correct price, add the client’s details, send it over, record the invoice somewhere and then keep track of whether it’s been paid.

If you’re dealing with dozens or hundreds of bookings, that’s a lot of administration.

And it’s administration that doesn’t generate any additional revenue for your business.

The problem with manual invoicing

Creating invoices manually might not seem like a big problem when you’re only dealing with a handful of bookings.

But as your training business grows, so does the workload.

You may find yourself using:

• Spreadsheets to track bookings
• Word documents or separate invoicing software
• Emails to send invoices
• Accounting software to monitor payments
• Calendars to track when training took place

The problem isn’t necessarily that any one of these systems is difficult to use.

It’s that your information is spread across multiple places.

Every time you create an invoice, you potentially have to transfer information from one system to another.

And every time information has to be transferred manually, there is an opportunity for something to be missed.

What if your booking could create the invoice?

This is where CertSlate can make a difference.

CertSlate uses the information already contained within your bookings to generate invoices for your clients.

Instead of creating an invoice from scratch, the information you’ve already entered into CertSlate can be used to create the invoice.

That means less duplication and less administration.

Your booking has already been created. Your client details are already there. Your course information is already there.

So why should you have to enter it all again?

Generate and send invoices from the same system

With CertSlate, invoices can be generated and sent directly from the platform.

This means you don’t need to leave your training management system and move information into another program every time you need to invoice a client.

Everything stays together.

From the original booking through to the invoice, the information is connected.

This can be particularly useful for training companies delivering courses for multiple organisations, where keeping track of who has booked what can quickly become complicated.

Don’t forget about chasing payment

Sending an invoice is only part of the process.

The other part is getting paid.

It’s surprisingly easy for an invoice to get forgotten once it has been sent. You may have to check your records, identify which invoices are outstanding and then send another email to the client.

CertSlate includes an automated email system to help chase payment, helping reduce the amount of manual follow-up your team needs to carry out.

That means you can spend less time checking who has paid and more time concentrating on your training business.

Keep your invoices organised

Another benefit of having your invoicing connected to your training management system is having your information in one place.

Invoices can be downloaded and stored, giving you easy access to the documentation associated with your training bookings.

Rather than searching through old emails trying to find an invoice from six months ago, your invoicing information is available within the same platform you use to manage your training.

From booking to payment

The real advantage isn’t simply having an invoicing feature.

It’s having a connected process.

A typical journey might look like this:

Client booking → Training scheduled → Training delivered → Invoice generated → Invoice sent → Payment chased

Each stage is connected to the same client and booking information.

This reduces the amount of administration required between each stage and helps your team maintain a clearer overview of what’s happening.

Give your team more time to grow the business

As a training company grows, administration can quickly become one of the biggest demands on your time.

But not every administrative task needs to be completed manually.

Automating repetitive processes doesn’t mean removing the personal side of your business. It simply means allowing your team to spend their time on the things that actually require them.

Delivering great training. Supporting clients. Developing new courses. Winning new business. And growing the company.

One system for your training business

CertSlate brings your training administration together in one place.

Manage your clients, staff, courses, bookings, trainers, training records, certificates and invoices through one platform.

Instead of moving information between different systems, CertSlate connects the different stages of the training process.

Less duplication. Less administration. Less time spent chasing paperwork.

More time to focus on your training business.

If you are looking for training administration software that connects booking to invoice to payment in one platform, CertSlate is built for exactly this.