After reviewing Draft Payment Orders, confirm them to move towards finalisation:
In Accounting > Draft Payment Orders, select the Draft Invoice(s).
Click the Confirm arrow.
Confirmed Invoices are then moved in to the right panel.
You can confirm multiple Draft Payment Orders in bulk for efficiency.
Confirming multiple Payment Orders at once.
Raising Confirmed Payment Orders
To raise these Payment Orders:
In the Confirmed Invoices panel, select one or more Invoices.
Click Raise Confirmed Payment Order(s).
Review and confirm the pop-up.
Click Raise Payment Orders.
Raising multiple Payment Orders at once.
Viewing Raised Payment Orders
Once Payment Orders are raised, you can view all raised Payment Orders by navigating to Accounting > Raised Payment Orders. Here you can manage Payment Orders and mark them as paid.
Notifying Tutors when they are sent a Payment Order
If the Tutor has a valid email address, they’ll be notified by email via your ‘Send Payment Order’ Email Definition.
Selecting which Tutors to notify.
They’ll also be able to log into their dashboard to view their Payment Orders at any time.
Frequently Asked Questions
How do my Tutors access their Payment Orders?
If you chose to notify them via email, your Tutors can find their Payment Orders in their email inbox (as shown above). They can also access their Payment Orders via the 'Payment Orders' tab on their Tutor dashboard.
How do I ignore Lessons with a charge rate of zero on my Payment Orders?
To prevent Lessons with a charge rate of zero from appearing on Payment Orders, simply enable the ‘Ignore Free Lessons’ checkbox.