Raised Invoices

Learn about managing your raised Invoices here.

Sam Linge avatar
Written by Sam Linge
Updated over a week ago

Within TutorCruncher, an Invoice is a document issued by an organisation to one of their Clients to facilitate payment for tutoring services rendered unto them. They are typically comprised of charges for Lessons alongside any other Ad Hoc Charges (i.e. Lesson-related expenses). When a Client pays an Invoice, this will be reflected in their Client balance.

Whenever an Invoice is raised to one of your Clients for services rendered by one of your Tutors, it will appear in your Raised Invoices page, found via Accounting > Raised Invoices. This page contains a list of all Invoices you have raised, the Client the charge is due to, the Invoice status (whether the Invoice is marked as Paid, Unpaid, Pending or Void), alongside a record of how much the Invoice is for and how much is still left to pay.

An example of a Raised Invoices page.

Here you can:

  • Click on an Invoice in the list to view its details.

  • Cycle through the status tabs at the top of the list to filter the listed Invoices by their status.

  • Use the filters to filter out the raised Invoice list by their date range and/or Client/Client Manager.

  • Use the green Pay by Card button to access the Invoice’s payment portal and take card payment for the Invoice from your end.

Note: If your organisation is using Split Payments, any Invoices that are going to be paid using this feature will be marked as such:

An example of a raised, unpaid Invoice.

Here you can:

  • Use the View Invoice PDF button to view the Invoice in PDF form as it would be attached to the payment request email.

  • Use the Pay From Credit button to pay the Invoice from the Client's unallocated credit.

  • Use the Take Manual Payment button to take a payment from outside of TutorCruncher for the Invoice.

  • Use the Take Bank Transfer/Card Payment button to take a bank transfer or card payment for the Invoice (note that bank transfers via Stripe is currently only available to UK customers.)

  • Use the Send Reminder butto nto send a reminder for the Invoice.

  • Use the Cancel Invoice/Issue Credit Note to issue a credit note cancelling the Invoice (if the Invoice you're looking at has been paid, then this button can be used to trigger a refund).

How do my Clients make card payments for their Invoices?

You can start accepting card payments with Stripe once you have it enabled in your System Settings - read more about that here.

There are two main ways your Clients can pay their Invoices via card:

1. Payment Request email:

The Payment Request email is the automated Email Definition that TutorCruncher uses to send Invoices to your Clients. It is fully editable, but by default it will typically contain an overview of the charges alongside a ‘Pay Now’ link with an attached PDF.

An example of a Payment Request email.

2. Client dashboard:

If you have Client login enabled in your Branch Details then your Clients can log into their Client dashboard and pay their Invoices either via the ‘Unpaid Invoices & Credit Requests’ panel or via the billing tab.

An example of a Client’s dashboard, with the Billing tab and Unpaid Invoices & Credit Requests highlighted.

Can I automatically charge my Clients for their Invoices?

If you have Auto Charge enabled in your General Accounting Settings then any Clients with a valid Direct Debit or credit/debit card can be automatically charged after a predetermined deferral period.

Enabling Auto Charge with a five day delay.

The minimum value that can be input into the 'Auto charge and deferred payment delay' number field is '0' - if this is input, then the Client's primary payment method will be charged approximately two hours after the Invoice is raised.

Note: When Auto Charge is enabled, your Clients will be made aware of this when they pay an Invoice and opt to save their card details.

You can enable/disable Auto Charge on a per-Client basis by navigating to their profile and selecting Actions > Edit Profile. From there, you will find a ‘Auto Charge override’ dropdown menu in the ‘Accounting & Client Manager’ tab allowing you to enable/disable auto charge for that Client only.

Disabling Auto Charge for a Client.

Can my Clients pay their Invoices via Direct Debit?

Clients who have a direct debit mandate set up with GoCardless can pay their Invoices via direct debit. Read more about that here.

Can my Clients pay their Invoices by bank transfer?

Note: This feature is only available to companies based in the United Kingdom.

If you have bank transfers enabled in your General Accounting Settings, your Clients can opt to pay this way. Read more about bank transfers here.

What if I’ve taken payment from a Client outside of TutorCruncher?

In cases where you have taken some other form of payment (i.e. cash or cheque), you can navigate to the unpaid Invoice and select the Take Manual Payment button to open the Add Invoice Payment panel.

Taking a partial cash payment.

Here you will be prompted to select a payment method from the ‘Payment Method’ dropdown menu and specify an amount - this can be a partial payment or the full sum. You can also add a description, specify a payment date and opt to send the Client a receipt via email.

What does the ‘Pending’ status mean?

Raised Invoices that have been marked as ‘Pending’ are auto charge Invoices that are still in their deferral period (the time period set by you to determine how long the Client is given to review incoming charges and dispute them if needed).

Once the deferral window has passed, TutorCruncher will automatically draw the money from the Client’s payment method and the Invoice will then be marked as ‘Paid’. If, for whatever reason, the auto charge fails, the Invoice will be marked as ‘Unpaid’, and there should be a record of the payment failure in the Invoice’s ‘Payment Events’ panel.

Can my Client’s balance be used to mark off an Invoice?

Yes - if you have ‘Automatically mark Invoices paid’ in your General Accounting Settings, you can navigate to the Invoice and select the Pay From Credit button to make a full or partial payment of the Invoice from the Client’s pre-existing credit.

How do I refund an Invoice?

Paid Invoices can be refunded by navigating to the Invoice you need to refund and selecting the Issue Credit Note/Refund button. This will open the Credit Note panel, from where you can add a description and will be prompted to to specify a ‘Type’ from the dropdown menu for the reason the credit note is being issued.

Issuing a Credit Note/Refund.

If you would like the money to remain as credit in the Client’s balance, then you can leave the ‘Refund payment’ checkbox unchecked; check this box if you wish for the monies to be refunded and the credit to be marked off their account.

How do I void an Invoice?

Unpaid Invoices can be voided by navigating to the Invoice you need to void and selecting the Cancel Invoice/Issue Credit Note button. This will open the Credit Note panel, from where you can add a description and will be prompted to specify a ‘Type’ for the reason the credit note is being issued.

Voiding an Invoice.

Note: Voided Invoices will still be viewable to a Client when they log into their account. They will see why the Invoices, as well as a reason as to why a credit note was issued against it.

Can I customise the information shown on the PDFs attached to my Invoices?

The information shown and overall layout of the PDFs attached to your Invoices can be edited via HTML Templates - read more about them here.

How do I set up automatic invoicing?

Simply navigate to System > Settings > Accounting Settings > General and enable the 'Auto Invoice' checkbox.

Can I send Invoice Reminders?

If you want to remind a Client that there is an unpaid Invoice Reminder on their account, you can send an Invoice Reminder by navigating to an unpaid Invoice/Credit Request and selecting Send Reminder. This will open the Send Invoice Reminder panel, from where you can opt to send just a reminder, or resend the full Invoice.

Sending an Invoice Reminder.

Invoice Reminders can be automatically sent via email for unpaid Invoices after a set number of days have passed by navigating to System > Settings > Accounting Settings > General before enabling the ‘Automatic Invoice Reminders’ checkbox. The number of days that the automatic Invoice reminder is sent after is set via the ‘Automatic Invoice Reminders Delay’ field.

Setting up an automatic Invoice reminder.

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