Accounting
Learn about the Accounting suite within TutorCruncher.
By Maahi1 author52 articles
Balances
Your complete guide to Client Balances in TutorCruncher and how they work.
Client BalanceLearn what Client balances are and how they are tracked within TutorCruncher.
Viewing All Client BalancesLearn how to access a summary list of all Client balances and filter for accounting purposes.
Viewing and Generating Balance StatementsLearn how to view and generate detailed statements of Client balance history.
Invoice vs Available BalanceUnderstand the difference between Invoice Balance and Available Balance.
Unallocated CreditLearn what Unallocated Credit is and how it can be used to pay Invoices.
Adjusting a Client’s BalanceLearn how to adjust Client balances using Manual Adjustments or Credit Requests.
Quick PaymentsLearn how Administrators can take Quick Payments to top up Client balances or process one-off charges.
Preventing Negative BalancesLearn how to prevent Clients from accruing negative balances.
Invoices
Your complete guide to Invoices in TutorCruncher.
InvoicesUnderstand what Invoices are and how they function within TutorCruncher.
Generating InvoicesLearn how and when Invoices are created within TutorCruncher.
Raising InvoicesLearn how to confirm Draft Invoices and raise Invoices for your Clients.
Automatic InvoicingEnable automatic Invoicing to streamline your billing process.
Issuing Refunds and Credit NotesLearn how to issue refunds or credit notes for Invoices.
Invoice RemindersLearn how to remind Clients about unpaid Invoices manually or automatically.
Invoice GroupingLearn how you can split Invoices by group type.
Auto ChargeLearn how to set up automatic charging of Invoices.
Customising Invoice PDFsLearn how to modify the layout and information displayed on Invoice PDFs.
Invoices ExportLearn about how to export information on your Invoices here.
Credit Requests
Your complete guide to Credit Requests in TutorCruncher.
Credit RequestsLearn what Credit Requests are and how they help you collect upfront payments.
Creating Credit RequestsLearn how to create Credit Requests manually or in bulk.
Raising Credit RequestsLearn how to raise Credit Requests within TutorCruncher.
How to view your Clients creditLearn how to locate and review a Client’s available credit within TutorCruncher.
Credit Request RemindersLearn how you can send Credit Request payment reminders.
Refunding Credit RequestsLearn how to issue a refund for a Credit Request that’s already been paid by a Client.
Assigned CreditLearn how to Assign Credit to a Job.
Why VAT Isn't Applied to Credit RequestsUnderstand why VAT Isn't Applied to Credit Requests.
Credit Requests ExportLearn how to Export Credit Requests here.
Payment Orders
Your complete guide to Payment Orders in TutorCruncher.
Payment OrdersLearn about drafting and raising Payment Orders to facilitate payments to your Tutors.
Generating Payment OrdersLearn how to Generate Payment Orders within TutorCruncher.
Raising Payment OrdersLearn how to raise Payment Orders within TutorCruncher.
Pay RunsLearn what a Pay Run is and how you can utilise it.
Payment Orders ExportLearn how to Export Payment Orders here.
Payment Methods
Your complete guide to available payment methods in TutorCruncher.
How Clients Can Pay Their Invoices and Credit RequestsLearn how Clients can easily pay their Invoices.
Payment methodsLearn about the various payment options available to Clients through the TutorCruncher platform.
Accounting Statuses & Rounding
Your complete guide to accounting statuses in TutorCruncher and what they mean.
Accounting StatusesUnderstand the different accounting statuses and what each one means.
Rounding on Accounting totalsFind out how TutorCruncher calculates and rounds Lesson charges and Tax.
Accounting Settings
Learn how to customise your Accounting settings here.
Credit Request Item CategoriesFind out how to add and manage Credit Request item categories here.
Ad Hoc Charge CategoriesFind out how to add and manage Ad Hoc Charge categories here.
Tax RatesLearn about adjusting the Tax Rates paid on your company's commission rate and your Tutor's pay rates here.
Tax SetupsLearn about creating and managing your Tax Setups here.
Applying your VAT/Tax numberLearn how to edit the VAT/Tax number shown on your Invoices.
Sales CodesLearn how to customise and utilise Sales Codes.
Ad Hoc Charges
Learn how you can create and manage Ad Hoc Charges here
Ad Hoc ChargesUnderstand what Ad Hoc Charges are & how you can utilise them.
Keeping track of Ad Hoc ChargesLearn how TutorCruncher keeps track of Ad Hoc Charges.
Ad Hoc Charge CategoriesLearn how to add and manage Ad Hoc Charge categories here.
Packages
Learn how you can create Packages here
PackagesLearn how you can use Packages on TutorCruncher.
Creating PackagesLearn how you can create Packages within TutorCruncher.
Managing PackagesLearn how you can manage your Packages here.
Clients Purchasing PackagesLearn how your Clients can view and purchase Packages.
Subscriptions
Learn how you can utilise Subscriptions here
SubscriptionsLearn about setting up and using Subscriptions here.
"Applies to" Subscriptions: Client vs. StudentLearn when to apply a Subscription to a Client or a Student.
Ad Hoc Charges vs Credit Request Items SubscriptionsFind out what the difference between Ad Hoc Charges & Credit Request Items is on Subscriptions.