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Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.
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The Training Billing Automation - Automate Professional Invoicing training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.
The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.
To ensure the quality of the Training Billing Automation - Automate Professional Invoicing training, Learni provides the following teaching resources:
For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.
The assessment of skills acquired during the Training Billing Automation - Automate Professional Invoicing training is carried out through:
Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.
Learni training programs are available for inter-company and intra-company settings, both in-person and remote. Registration is possible up to 48 business hours before the start of training. Our programs are eligible for OPCO, Pôle emploi, and FNE-Formation funding. Contact us to discuss your training project and funding possibilities.
Discovery of the challenges of manual vs. automated billing, analysis of concrete cases in SMEs, modeling of your current invoicing flows with simple BPMN diagrams, hands-on with advanced Excel for simulations, practical exercises on identifying bottlenecks, creation of a first automatable workflow diagram, personalized feedback from the trainer to validate your strategic choices.
Installation and configuration of test accounts for Stripe Billing and Zapier, creation of first automated invoices for subscriptions, connection with Google Sheets for smooth imports/exports, testing of recurring scenarios like unpaid reminders, guided exercises on your anonymized real data, generation of custom reports, optimization of invoice templates for French compliance, with interactive pedagogical support.
Design of complex workflows with event triggers in Zapier and Make.com, management of conditions for variable subscriptions, basic integration with CRM like free HubSpot, simulation of full invoicing-payment-reminder cycles, practical workshops on your ongoing project, real-time debugging of common errors, production of simple monitoring dashboards, immediate enhancement of your professional skills.
Advanced integration with open-source ERP like Dolibarr, securing APIs for sensitive exchanges, end-to-end tests on staging environments, GDPR compliance and French tax obligations, pilot deployment on your data, training on daily maintenance, delivery of personalized playbook with checklists, final evaluation by defense of your deployable company solution.
Target audience
Accountants, financial managers, administrative managers, and SME managers in digital transformation
Prerequisites
Basic knowledge of accounting and proficiency in Excel for advanced formulas
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