Invoicing and payments Pro
Invoice from the booking, then get paid by card or through Xero
Invoices are made from the training you delivered, so nothing is retyped. Send them as branded PDFs, sync them to Xero and let clients pay by card.
- Invoicing on every plan
- Xero and Stripe on Pro
- GBP, USD and EUR
The invoice already knows what you taught
The training happened, the register says who came, and then someone retypes all of it into an invoice. It is slow, and it is where the wrong number of delegates or the wrong date sneaks in.
CertSlate builds the invoice from the booking. When a client has done several courses this month, you can put them on one invoice. When it is paid, or overdue, you can see it from the same place.
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From the booking
Create it in a click, or bundle several bookings onto one
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Your accounts
Send invoices to Xero with the right currency and tax type
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Your Stripe
Card payments go straight to your own account
From booking to paid
The whole journey on one screen
- 1
Create the invoice
From a booking, or pick several of a client’s bookings and bundle them.
- 2
Send it
A branded PDF goes to the client by email, with your bank details on it.
- 3
They pay
By bank transfer, or by card from the client portal or the public booking page if you take payments.
- 4
Chase if needed
See what is overdue and send a reminder that already carries the payment details.
Invoices
Invoices that match how you actually work
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Bundle bookings Change which bookings are on an unpaid invoice later. Void it and they are released to invoice again.
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Your tax, your words Call it VAT, Sales tax or just Tax, and it shows on invoices, the PDF and emails.
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The right bank details Sort code and account number, IBAN, or a US routing number, on the invoice and in reminders.
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Alerts for overdue invoices You are told what has not been paid, so chasing does not depend on memory.
Pro
Send invoices to Xero
Keep your accounts where your accountant expects them, without keying anything in twice. Xero is currently in beta.
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Connect your Xero organisationInvoices are sent to Xero in the invoice’s own currency.
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Sales tax type per organisationSet the tax type once so it matches how your accounts are set up.
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Nothing re-keyedThe invoice you made from the booking is the invoice in your books.
Pro
Take card payments with your own Stripe account
Connect Stripe and the money goes straight to you. There is no CertSlate account in the middle holding it.
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Clients pay invoices in the portal No bank details to copy, no chasing for a payment reference.
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Pay at booking on public sessions People pay as they book, and the place is theirs.
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Your country, your currency Your Stripe account is created in your own country and takes payment in your currency.
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Fees stated up front Stripe’s standard processing fees apply, plus a small CertSlate administration fee per transaction, which you can pass on as a separate line. Card payments are currently in beta. Details are on the pricing page.
Working abroad
Invoices in pounds, dollars or euros
Invoices keep the currency they were created in, even if your settings change later, and amounts are formatted for your country.
See UK, US and EuropeQuestions people ask
Do I have to use Xero or Stripe?
No. Invoicing works on every plan with bank transfer details. Xero and Stripe payments are Pro features you can add when you want them.
Does CertSlate hold my customers’ money?
No. Card payments go to your own Stripe account. See the pricing page for the fees involved.
Can one invoice cover several courses?
Yes. Select the client’s bookings and bundle them into one invoice. You can change an unpaid invoice’s bookings later.
What if a client is switched to another currency later?
Existing invoices keep the currency they were created in.
Talk to us
Got questions? Want to know more?
We would love to talk. Leave your number and we will ring you back to answer questions, show you around, or talk through how CertSlate would fit your business.
- A real person, not a sales script
- We aim to reply within one working day
- Happy to do a demo with your own courses in mind
Request a call
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