Finance, agents & partners

Financial records, fees, invoices, payments, commission, stakeholders and work-based training.

• Read the financial overviewRevenue, outstanding balances, paid records and the analytics behind them — and why an invoice-only learner can owe money without a ledger record.
• Manage a learner's financial recordCreate the ledger record, record a payment, process a refund, schedule a reminder.
• Fee structuresTuition, resource and admin fees per programme, learner type and intake, effective from a date.
• Create, send and settle an invoiceGST-correct invoices with line items and payment terms, exported to CSV, marked sent and paid.
• Online payments through your own Stripe accountnewEach provider takes its money on its own Stripe account. Learners pay from their portal; the invoice closes when Stripe confirms.
• Manage agent commissionAgreements per agent, recalculation across referrals, and approving and paying what is owed.
• Give an education agent a portalnewA token-authenticated portal where an agent submits attributed enquiries, sees privacy-banded progress, downloads approved collateral and completes training.
• Stakeholder profiles, contacts and notesAgencies, employers, schools and community organisations — one profile each, with contacts and a note history.
• Work-based training: employers, the employer portal and learner registrationCreate an employer, issue their portal link, and let them register learners with the checks that keep bad data out.
• Generate an ITR / work-based training returnA local return file for a reporting period, with incomplete agreements excluded and reported.
• Homestay providers and placementsProviders with capacity, placements with dates and rates, and the guardrails that stop a double booking.
• AssetsEquipment and resources issued to learners and staff.