Many organisations running paid training programmes, partner education, or certification courses still manage invoicing outside Salesforce. This creates manual work, delayed revenue, and errors, especially when billing multiple learners or partners.
Our Spring Release addresses this directly with one of the most anticipated features in Learnsmarter: Native Invoicing.
As a Salesforce-native Learning Management System, Learnsmarter now lets you connect learning delivery with revenue management in one unified platform, eliminating the need for spreadsheets or external billing tools. This capability has been highly valued by customers managing commercial learning offerings inside Salesforce.
1. Add Selling Prices to Your Learning Assets
Administrators can quickly assign selling prices directly to learning assets, including:
- Learning Items
- Courses
- Programs
This allows organisations to manage paid learning entirely within Salesforce, making the training lifecycle seamless and scalable.
2. Automatic Sales Item Creation
Whenever a learner interacts with a paid offering, the system automatically creates a Sales Item—a billable record tied to that learner activity.
This happens during:
- Enrolments
- Registrations
- Assignments
Sales Items are then added directly to invoices, eliminating manual data entry and ensuring every paid interaction is captured accurately.
3. Flexible Invoice Composition
Invoices support a variety of real-world billing scenarios:
- Combine multiple sales items (within the same currency) into a single invoice
- Include legacy or non-training products alongside learning services
- Use discount values for promotions or partner agreements
This flexibility makes billing for complex training programmes fast, accurate, and adaptable.
4. Built for Salesforce Financial Workflows
Learnsmarter’s invoicing is fully native to Salesforce, integrating naturally with your financial processes:
- Multi-currency for global operations
- Configurable tax management
- Flexible data models for downstream workflows (e.g., ERP or accounting integrations)
This ensures training and financial data remain aligned, without leaving Salesforce.
A Sample Real-World Use Case: Partner Certification Program
A global technology partner network struggled to manage invoicing for its certification programs. Trainers spent hours exporting enrolment data to a separate billing system, leading to delays and errors in issuing invoices.
With Learnsmarter Native Invoicing:
- Pricing for each certification module was assigned directly in Salesforce
- Sales Items were automatically generated whenever partners registered
- Invoices were created accurately and automatically
Result: The organisation reduced manual billing time by 75% and gained real-time visibility into training revenue – all without leaving Salesforce.
How to Automate Training Revenue & Invoicing Directly in Salesforce
What This Means for Salesforce Learning Teams
With Native Invoicing, Learnsmarter now supports the complete lifecycle of commercial training – from course creation and enrolment through billing and revenue tracking.
For organisations running partner training, certification programmes, or paid learning experiences, this means:
✅ Fewer systems to manage
✅ Reduced manual administration
✅ Faster and more accurate billing
✅ Better visibility into training revenue
Our Spring Release is coming soon, and we’re excited to share more updates shortly.
