Note: If you are based in the UK and acting as an Employment Agency, then the way that Lessons are billed for works slightly differently for you - read up on how Employment Agency Lessons are Invoiced for here.
Every Lesson that is logged on TutorCruncher will create charges for any Clients who have Students attached to that Lesson. The charges are calculated by multiplying the Client’s assigned charge rate with the number of Lesson units. These charges are added to the Client’s Invoice when Invoices are regenerated for that Lesson.
There are two main ways that your Clients can pay for their Lessons:
Drafting and then Raising Invoices (billing for Lessons in arrears).
Drafting and then Raising Credit Requests (billing for Lessons in advance).
A list of any Invoices/Credit Requests that have been raised against a Lesson can be found on the Lesson’s ‘Accounting’ tab.
An example of a Lesson’s Accounting tab, showing an associated unpaid Credit Request.
You can use Auto Invoicing which allows Invoices to be automatically sent to a Client when a particular Lesson is marked complete. This Invoice will apply to any and all students involved in the Lesson completed and it will be triggered on either a Job-by-Job basis or a branch-wide basis.
Invoices which are sent out via Auto Invoice appear as normal under Accounting > Raised Invoices and can be charged in the same ways. If Auto Charge is enabled this will still apply to Auto Invoices and the corresponding Invoices will be charged.
Note: Enabling Auto Invoice will automatically require that Lesson reports be written at the end of a Lesson, this will be the case regardless of whether or not you have selected the option for Lesson Reports Required.