How to send a Credit Request and top up a client's account

A credit request is an upfront request from a client for payment. Once the credit request is paid, the client's balance will go up. Then, as lessons are invoiced against their name, the client's balance will reduce accordingly. If you know when and how often the lessons are going to take place, go to the tutorial for a credit request created from a job.


Step by step process

When you approach the end of a given month, you will need to generate a proper invoice to send to the client, both for you to reconcile your books and for the clients to receive a breakdown of the lessons received and lesson reports.

More information

Click here for a tutorial on creating credit requests from a job.
Click here for more information on Credit Requests.
Click here for more information on Email Definitions.