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Finance

Keep course income and payment work clear.

You need to know more than how many people have enrolled. onCourse brings invoices, payments and class budgets alongside course activity, helping your team review recorded income, costs and amounts owing before deciding what comes next.

What this helps your team do

  • Follow invoices and payments
  • Compare expected and actual class figures
  • Prepare information for your accounting system

Course activity and finance workflow

  1. Enrolment

    • Booking
    • Fee

  2. Invoice and payment

    • Transaction
    • Credit note

  3. Reconciliation

    • Banking
    • General ledger
    • Reporting
Illustrative workflow. Scope, responsibilities and connections are agreed as part of each organisation's setup.

An established platform, shaped around your organisation.

Already part of onCourse
Invoices, credit notes, payment plans, class budgets, banking, reconciliation and general-ledger records are established tools. Standard financial reports and exports help your team review the activity.
Set up for your organisation
Set account codes, tax and payment settings, budget assumptions and access responsibilities. For a supported accounting connector, configure the authorised connection and account mapping.
Additional work, where needed
A new accounting interface, a bespoke financial report or consolidation across separate environments needs an agreed design and testing scope.

We confirm the capabilities, setup and any additional work included in your arrangement before you start.

01

Make a course decision with the figures in view.

Compare projected and actual class figures using the records and assumptions your team has entered.

02

Keep payment questions easy to follow.

Find invoices, credit notes, instalment dates and payments in the context of the enrolment. Use the banking and reconciliation tools to work through the activity.

03

Give finance a clear path from course activity.

Use standard reports and exports, or a supported connector with agreed account mapping and checks. Define any new interface separately.

Follow course transactions
Use double-entry general ledger records with budgets, accruals and reporting.
Work through banking and reconciliation
Match payments to invoices and work through banking and reconciliation using the records available in onCourse.
Connect with accounting
The documented Xero connection sends daily journals and approved tutor-pay records; MYOB exchanges agreed transaction and general-ledger records.
  • Budgets
  • Banking and Reconciliation
  • General Ledger
  • Integrations
  • Prepaid Fee Amortisation
  • Payment Card Processing
  • Payment Plans
  • Invoices and Credit Notes
  • Corporate Pass
  • Payment Reminders
  • Built-In Reports

How teams use onCourse to manage course finances

Follow practical tasks for the work your team needs to complete, with links to the full official onCourse handbook articles.

All onCourse guides

Set up a manageable payment arrangement

Set an amount due on enrolment and schedule the remaining payment relative to the class start date, giving your team a clear arrangement to work with.

Detail from onCourse

Selected detail of the sample Student fee amount fields showing 100 on enrolment and 120 for the next payment

On enrolment

$100 is due at enrolment in this example.

The next payment

$120 is scheduled seven days after the class starts.

Sample payment-plan setup
How this works (new tab)

What would you like your team to be able to do next?

Bring a course, a practical question or a change you have in mind. We can look at relevant onCourse examples, your setup and any work to agree separately.

Discuss your course finance workflow Explore onCourse