Within TutorCruncher, a Credit Request is a request for upfront payment from a Client so that credit might be applied to their account to be used to pay for future tutoring services rendered to them. When a Client pays a Credit Request, their Client balance will increase accordingly - the credit on their account can then be used to pay for Lessons invoiced against their name.
Note: Credit Requests act as a means for Clients to add credit to their account. You will still need to issue Invoices in order to deduct that credit and keep your Clients’ accounts up to date.
Where to find your Credit Requests
Credit Requests sit in two places, matching the two stages they go through:
Accounting > Draft Credit Requests — where you create and review them before they go out. See here for how to create one.
Accounting > Raised Credit Requests — everything already sent to a Client, with tabs for Unpaid, Pending, Paid and Deleted.
You can also see a single Client's Credit Requests under People > Clients > select the Client > Accounting.
Note: Credit Requests are sometimes referred to as Pro Forma Invoices, and you will see them abbreviated to PFI in places such as export files and the ID prefix on the Credit Request itself.