This section explains everything related to Payments and Transactions.
For more information, refer to the following sections:
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Organisation Contact - Global view of a companies information (Contacts, bookings & accounts) -
Payment Page | allow a contact send you an adhoc payment via the pay-online form -
Credit Available | Make a payment on an outstanding transaction using credit available -
Existing Transaction | Edit the amount on an outstanding transaction as the transaction is not correct -
Admin | Editing a Transaction amount after the booking is created -
Reconciling Accounts | Updating CourseCo with payments received in your bank account -
Updating Transactions | Creating a credit note against a transaction -
Invoice | Template example / available tags -
Invoices | Manually Generating an Invoice as an admin -
Invoicing and Credit Note Finance Journey - Suggestion -
Invoice automation process | How to automate when your invoices get generated and emailed automatically -
Invoices | Automatically send invoices to an eg Accounts email | Primary contact management -
Invoicing | regenerate invoice with a different billing address, edited PO Number or edited attendee names -
Schedules | Nominal code for Finance integration -
Split Transactions for Funding Partners / funding style bookings -
Refunds | Cancelling a Delegate from a Prepaid Booking & Refunding Payment -
Admin | Manually Make a Payment on an Outstanding Transaction -
Multi-Currency: Configure Currency, Pricing & VAT Rates -
Connecting CourseCo & Xero -
Manually Generating a Credit Note document (Admin) -
Admin Guide: Managing Trainer Cost as an Additional Item (Scheduling, Invoicing, and Cancellations) -
Statements | Generating Customer Statements -
Untitled live doc 2026-05-14
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For information on Sales Quotes, refer to https://help.courseco.co/kb/Sales-Quotes.2262335580.html
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For information on Discounts, refer to https://help.courseco.co/kb/Discounts.2262532150.html