How to create credit requests from planned lessons

If you have planned future lessons in your jobs, you can send credit requests to get your clients to pay for all of their lessons within a specific date range. This method allows you to quickly and easily get upfront payments for all planned lessons.


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.

If you don’t know when the lessons are going to take place, and just want the client to prepay an amount to be allocated to lessons later, you will need to create a regular credit request.

More information

Click here for more information on Credit Requests. Click here for more information on Email Definitions.