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Finance and Payments

Enable finance features for your customers, sales and finance teams.

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Setting Up Billing Entities

Billing entities define the currency, tax rates, and invoice details for purchase plans. You can create reusable configurations for different...

December 16th, 2025 115 views 0 likes
Creating and Managing Purchase Plans

Purchase plans define how pricing, enrolment, and discounts are handled for your programs. They allow you to offer different prices...

January 6th, 2026 95 views 0 likes
Configuring Purchase Terms & Conditions

Purchase terms protect your revenue while treating customers fairly by establishing clear, automated rules for what happens when circumstances change....

January 6th, 2026 94 views 0 likes
Understanding Revenue Allocation by Organisational Unit

Revenue allocation automatically assigns transaction revenue to the appropriate organisational unit within your institution based on program ownership. This allows...

January 6th, 2026 82 views 0 likes
Creating and Managing Orders

What are Orders? Sales orders allow your sales team to create purchases on behalf of customers and issue invoices for...

January 6th, 2026 75 views 0 likes
Creating and Managing Proposals

What are Proposals? Sales proposals allow your sales team to create quotes that customers can review, approve, and pay for...

January 8th, 2026 79 views 0 likes
Processing Refunds

The refund inbox is where your finance team reviews and processes refund requests. When a refund is requested – either...

February 9th, 2026 74 views 0 likes
Managing Credits on Hold

Credits on hold allow you to set aside a prepaid credit balance for a customer. These credits can then be...

February 9th, 2026 74 views 0 likes
Understanding Credit Notes

A credit note is a financial document issued when an original invoice needs to be adjusted. In Academy, credit notes...

February 9th, 2026 72 views 0 likes
Finance Reports

Academy's Sales & Finance module provides a comprehensive set of reporting views that allow you to track orders, monitor transactions,...

February 9th, 2026 80 views 0 likes
Reconciling Payments

The reconciliation feature in Academy allows you to match payments from your bank statement against unpaid invoices. By uploading a...

February 9th, 2026 70 views 0 likes
Managing Sales and Finance Permissions

Academy uses dedicated Finance & Sales permissions to control who can access sales orders, financial transactions, payment settings, and reporting....

February 11th, 2026 91 views 0 likes

Setting Up Billing Entities

Creating and Managing Purchase Plans

Configuring Purchase Terms & Conditions

Understanding Revenue Allocation by Organisational Unit

Creating and Managing Orders

Creating and Managing Proposals

Processing Refunds

Managing Credits on Hold

Understanding Credit Notes

Finance Reports

Reconciling Payments

Managing Sales and Finance Permissions