In a busy education business, handling transaction and billing information manually can quickly get out of hand - involving huge amounts of time, and increased risk to your business.
Swiftlier's intelligent Finance automations can bring order to the chaos. With automatic invoicing, scheduled reminder emails, auto card reconciliation and more, Swiftlier is a solution that truly pays for itself.
Swiftlier supports a huge range of course types, from one-off sessions to whole-year programmes.
Customers naturally expect to be able to pay for different lengths of commitment in different ways - from all in one go, to a deposit and a balance payment, to monthly payments for year-round, ongoing commitments.
Swiftlier allows you to specify, on a course-by-course basis, how many instalments a course fee will be split into, along with when those invoices will be raised, and finally when they will be due.
Each booking for a course will inherit the schedule from the template - allowing you to relax knowing invoices will be raised at the right time for the right course: and customers will be informed in a timely fashion.
With Swiftlier, you'll never again have to ask the question "Have we billed everyone for that course?".
The Swiftlier platform can take care of all invoicing and email reminders automatically, removing a manual process and the risk of non-completion.
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Bookings inherit the schedule for their invoicing from the course template
Invoices are automatically raised in line with the schedule - and an email is sent to the customer with a payment link or link to the Portal
Another email sends automatically on the day the invoice is due, as well as reminders 7 and 14 days after the due date
Automatic invoicing can be suspended for particular orders or customers, if required.
Recurring revenue from term-to-term renewals is an incredibly valuable income stream for many education businesses.
However, all too often, processing renewals can require excessive time and huge manual effort from team members who could be focusing on other things.
Swiftlier can accelerate your processing of renewals by up to 10x. It can:
Automatically generate a renewal candidate for each termly order, based on the current pattern of lessons, at a configurable time (typically the half-term in the previous term).
Flag up for manual review any renewals where the current booking has an irregular booking pattern, or a discount, allowing you to check for validity.
Queue renewals for approval and sending - once the operator is happy, they can create a full order for the new term, generate a payment link, and send it to the customer, with a single click.
If you're still taking card payments and manually reconciling them to Customer accounts, you'll know what a long, drawn-out process that can be. And, what's worse, it comes back every week or month!
With Swiftlier, everything is updated in real time - as soon as a payment is approved via Stripe, Swiftlier will update your customer's account with the relevant amount.
This also enables real-time branded communications to customers, along with instant updates of their finance status in the Customer Portal.
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