Company and Partner Management
Billing, Contacts and Participants Just One Click Away
Excel, Outlook, separate spreadsheets, manual invoices. That’s still how B2B training often works today. Fuxam brings corporate customers, contacts, employees, booking history and collective invoices together on a single data basis. From the first order to repeat business, without switching tools.
The company file
An Overview for Each Company, From the Tax Number to the Booking History
Company master data, billing address, tax number, multiple contacts with different roles (HR management, purchasing, executive management), special conditions and framework agreements, all in one overview per company. The booking history shows what the company has booked in recent years, which employees took part, and which follow-up orders are realistic.
From Participant to Company
Each Participant Knows Which Company They Belong To
When a participant is registered, they are assigned to a company, either by themselves during online registration or by HR during a bulk upload. This automatically links everything that belongs to the company: the invoice goes to the right contact person, reporting goes to HR, and the certificate can optionally carry the company’s branding. For subsequent bookings, the participant appears together with their company history.
Invoices and billing
One Invoice Per Company, Automatically in the Accounting System
Instead of issuing an individual invoice for each participant, collective invoices are generated per company – including all registered employees, selected courses, and stored special conditions. Various billing models are supported: per participant, per course, or as a flat-rate contract with a framework agreement. Invoices are automatically sent to the designated contact person and transferred directly to accounting systems such as DATEV, Lexware, or Sage.
Self-service for corporate customers
Clients See Their Employees Themselves, In Real Time
Company customers receive their own login with role-based access to all of their data, registered employees, ongoing courses, attendance records, learning progress, issued certificates, and outstanding invoices. HR managers register new employees themselves, manage cancellations and participant changes, and export reports at the touch of a button. What previously required phone calls and emails now runs via self-service, reducing the burden on internal administration while strengthening customer relationships at the same time.
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