Introducing Learnsmarter Native Invoicing
Our Spring Release is arriving soon, bringing a highly anticipated evolution to the Learnsmarter platform: Native Invoicing.
Managing the commercial side of L&D often requires fragmented external tools. Learnsmarter simplifies this by allowing administrators to assign selling prices directly to core Salesforce objects.
You can now sell:
Individual Learning Items: Specific modules or resources.
Comprehensive Courses: Structured learning paths.
Certification Programs: High-value professional development tracks.
By configuring pricing within the Salesforce LMS, the training lifecycle and the sales lifecycle finally inhabit the same space.
We’re very excited to introduce Salesforce Native LMS Invoicing, that enables you to set price, add tax and sell it to the learners!
Watch this video to know more about Invoicing feature in Learnsmarter
Automated Sales Item Creation & Workflow Efficiency
To reduce manual data entry and human error, Learnsmarter now automates the generation of financial records. Whenever a learner interacts with a paid offering, the system automatically creates a Sales Item record.
Automation triggers include:
Enrollments: Instant record creation upon sign-up.
Registrations: Capturing intent for live or virtual sessions.
Assignments: Tracking mandated paid training for partners or contractors.
These records transition seamlessly into invoices, ensuring that every training interaction is accurately captured as a billable event.
Flexible Invoice Composition for Complex B2B Billing
We understand that B2B billing is rarely “one size fits all.” Learnsmarter invoices are built to handle the complexities of modern business agreements.
Multi-Item Invoicing: Consolidate multiple sales items within the same currency into a single invoice.
Hybrid Billing: Include legacy products or custom line items alongside your training services.
Promotional Logic: Easily apply discount codes to support seasonal promotions or tiered partner agreements.
Built for the Salesforce Ecosystem & Financial Workflows
Because Learnsmarter is 100% Salesforce-native, this new invoicing capability isn’t just a “plugin”—it’s a part of your existing ecosystem. It respects your existing security models and financial configurations, supporting:
Salesforce Multi-Currency: Essential for global training operations.
Tax Management: Configurable to align with your regional tax rules.
Custom Data Models: Flexible enough to trigger downstream workflows in your ERP or accounting integrations.
