Finance is at the heart of every language school and private education business: without an efficient billing system it is difficult to keep payments, invoices and accounting documents under control.
This is why in DL PRO all key financial operations are gathered in one clear Finance module. Below you will learn that:
- the Finance / Payments section lets you track all student and company payments in a chosen billing period in detail, including status, due dates and payment methods
- with the Finance / Entity payments view you can analyse payments grouped by each student, company or client, which makes it easier to monitor outstanding amounts and cooperation history
- in the Finance / Invoices and Finance / Proforma sections you can issue, organise and quickly find all invoices and proforma invoices related to payments in DL PRO.
Finance / Payments: the central hub for incoming payments
The Finance / Payments section in DL PRO is the central list of all incoming payments in a given time period, for example in the school’s billing month. In one place you see the total value of payments, the amounts already paid and the amounts still due, which gives you an instant picture of the school’s financial condition.
The system supports payments from individual clients and companies so it works well for language schools, training centres and corporate training providers.
Each row in the list represents a specific payment linked to a group, course and payer. In the table you will find among other things the payment status (paid, partially paid, overdue), payment date and due date, date of funds received, amount due, overpayments, discounts, currency and payment method.
This clear view makes it easy to answer typical questions from parents, students and companies: whether the payment has arrived, how much is still outstanding or how a particular amount has been calculated.
Entity payments: a full picture of your client relationship
For people responsible for business development a broader view of each client relationship is crucial, which is why DL PRO offers the Finance / Entity payments section.
Here you can see summarised payments for a specific student, company or other entity, which makes it easier to analyse cooperation history and identify growing outstanding amounts.
This view supports planning future sales, negotiating terms and assessing client loyalty, especially in multi-branch schools and training companies working with B2B clients.
Invoices and proforma: keeping accounting documents organised
DL PRO also organises the complete flow of accounting documents.
In the Finance / Invoices section you can create and view all invoices, including invoices integrated with KSeF, with document numbers, client details, due dates, amounts and currencies. From the list you can open invoice details with a single click, download a PDF file, send the invoice to the client by email or prepare data for your accounting office.
The Finance / Proforma section stores proforma invoices, which are ideal at the offer or reservation stage before final enrolment. This means you can monitor planned revenue and easily convert proforma invoices into final invoices without risking that any order or course gets lost in the process.
Search and filters: fast access to financial data
All financial views in DL PRO – payments, entity payments, invoices and proforma invoices – are equipped with advanced search and filtering options. They allow you to find specific payments, clients or documents in a few seconds by group name, invoice number, payer or amount.
This saves a significant amount of time and reduces billing errors, which is especially important for fast-growing language schools.
Why choose DL PRO to manage finance in your language school
In summary, the Finance module in DL PRO is a complete centre for managing payments and invoices in a language school: from individual payments to client analysis to full accounting documentation.
If you are looking for a school management system that streamlines finance, keeps documents organised and supports your whole team, it is worth considering implementing DL PRO in your organisation.
