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Your CourseCo Training
Licensed Administrator
Understanding the signup process for Students and Org reps
Portals | Student, org rep, trainer, admin, sales team
Automation configuration
Task Management | Admin & Deal Tasks tracking
Bookings
Contacts
Courses
LMS | Learning Management System | E-Learning/ Adding online content
Post Training & Certification Management
Checkout on Website - Options available on the Checkout
Finance | Payments, Transactions & Invoicing
Organisation Contact - Global view of a companies information (Contacts, bookings & accounts)
Receiving Payments on the Website
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
Your Website Features | Updating the website content | CMS editor
Timetable | Timetable Planner / Calendar
Attendance Management
Messaging / Automated emails
Surveys
Exams/Quiz | Creating exams and completing as a student
Reports
Forum
Waitlists
Applications
Custom Integrations
FAQ - Frequently Asked Questions | General Support box queries
System Settings
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Knowledge Base
Finance | Payments, Transactions & Invoicing
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Untitled live doc 2026-05-14
