How to create a credit request from a Job

An itemised credit request is an upfront request from a client for payment linked to a specific job with a specific amount of lessons. So if you know when and how often the lessons on a job are going to take place, this is the most efficient way to charge a client.

YOUTUBE

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.