Issue course invoices and enrollment records for finance
Issue course invoices and enrollment records for finance
Finance coordinators miss invoices from signups, causing billing gaps and blocked course access. PDF invoices and linked enrollments ensure accurate billing so finance can enable course access.
Overview
Manual invoicing from course signups leaves finance chasing payments and students waiting for access. This workflow issues PDF invoices and creates linked enrollment records so billing gaps are closed and course access is granted faster — customers report faster response times and fewer missed enrollments.
Notable Features
- Create PDF invoice from form
- Send invoice email to student
- Record linked enrollment in course system