Invoicing software for training providers
Coursebricks is invoicing software for training providers. Every course booking creates its own invoice, so nobody retypes bookings into an invoicing app, and you can see at a glance who still owes you money.
Get an invoice for every booking, without typing it up.
Coursebricks creates an order and invoice PDF as soon as someone books a course on your registration page. Phone and email bookings get the same invoice when your team adds the order.
- Invoice PDFs in your own invoice template
- Sequential invoice numbers with your own prefix
- The invoice updated automatically when the order changes
Bill companies with their tax number and reference.
Coursebricks bills each order to an individual or to a company. Company invoices carry the company name, tax number, billing address and the customer's reference.
- Individual or company billing on every order
- Where each order came from, such as a referral or your website
- Each order in its own currency
Charge the right VAT or GST and apply discounts.
Each registration is a line on the Coursebricks invoice, with its own price, tax rate and discount. Admins set up named tax rates once and reuse them on every invoice.
- Named tax rates such as VAT or GST
- A discount on a single line
- A discount across the whole invoice
See who still owes you money.
Coursebricks shows every order as paid, partly paid or unpaid. A summary for each saved view gives the amount outstanding, overdue invoices, total paid and average days to pay.
- Approve or cancel orders from one list
- Track which invoices have been sent
- Saved views for the orders you check most, such as corporate clients
- Learners pay outstanding balances by card in the learner portal
Send invoices to Xero without re-keying them.
Connect Xero to Coursebricks and approved orders are sent across as invoices automatically. Payments recorded in Xero come back into Coursebricks every hour.
- Contacts, card payments and expenses sent to Xero too
- Invoice PDFs taken from Xero while it is connected
- Separate Xero connections for different currencies
How to invoice a course booking in Coursebricks
Coursebricks takes a course booking from order to paid invoice in four steps, with bookings, payments and accounting in the same system.
- Step 1
Set up your invoices once
Choose your invoice number prefix, add the tax rates you charge, such as VAT or GST, and design your invoice template.
- Step 2
Take bookings
Every booking on your registration page creates an order and invoice PDF. Add orders by hand for bookings taken by phone or email.
- Step 3
Approve the order and send the invoice
Approve the order and mark the invoice as sent. With Xero connected, approved orders go to Xero as invoices automatically.
- Step 4
Get paid and chase overdue invoices
Stripe card payments are recorded on the order, and your team records payments made offline. Workflows send reminders about unpaid invoices before and after the due date.
Invoicing Software for Training Providers FAQs
Invoicing software for training providers creates and tracks invoices for course bookings. Coursebricks creates an invoice for every booking, with company billing, tax rates, discounts, overdue tracking and Xero sync.
What is invoicing software for training providers?
Invoicing software for training providers creates and tracks invoices for course bookings. Coursebricks is invoicing software for training providers: every booking becomes an order with an invoice PDF, with your own numbering, company billing, tax rates, discounts and a dashboard of outstanding and overdue invoices.
How is Coursebricks invoicing different from a spreadsheet or a general invoicing app?
Coursebricks creates the invoice from the booking itself. With a spreadsheet or a general invoicing app, someone retypes each course booking into an invoice by hand. In Coursebricks every registration is already a line item on the order, and approved orders can still be sent to Xero as invoices.
Are invoices created automatically when someone books a course?
Yes. When someone books a course through the Coursebricks registration page, an order and invoice PDF are created automatically from your invoice template. Your team can also add orders by hand, and the invoice PDF updates whenever the order changes.
Can I use my own invoice numbering?
Yes. Admins set your own invoice number prefix and length in Coursebricks, so invoice numbers stay consistent and sequential.
Can I invoice a company for course places with its tax number?
Yes. Each Coursebricks order is billed to an individual or to a company. A company invoice carries the company name, tax number, billing address and a reference, and each order can be in its own currency.
Does Coursebricks handle VAT, GST and discounts on invoices?
Yes. Each line on a Coursebricks invoice has a quantity, unit price, tax rate and its own discount, and you can add a discount across the whole invoice. Admins set up named tax rates such as VAT or GST once and reuse them.
Can I see which invoices are overdue?
Yes. Coursebricks shows the amount outstanding, overdue invoices, total paid and average days to pay for each saved view. Every order also shows whether it is paid, partly paid or unpaid, and whether the invoice has been sent.
Does Coursebricks invoicing work with Xero?
Yes. Connect Xero and approved orders are sent across as invoices automatically, along with contacts, Stripe card payments and expenses. Payments recorded in Xero come back into Coursebricks every hour.
Can learners pay an invoice online?
Yes. Learners see their invoices in the Coursebricks learner portal and pay the remaining balance by card through Stripe. The payment is recorded against the order automatically.
How much does Coursebricks invoicing software cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. Invoicing comes with bookings, payments, accounting sync and automation, plus unlimited admin licenses and unlimited registrations with no per-registration fees. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.