Payments | TutorCruncher Help Center

Accounting Setup And Autocharge

Accounting Diagnostics

Use analytics to examine the cash-flow of your branch, and learn how to export your accounting information into a CSV file

Written by Ben McEntee
Updated over a week ago

Accounting Setup

Here you can find information on setting up tax for your branch, as well as assigning Sales Codes to jobs

Written by Ben McEntee
Updated over a week ago

Analytics

Use Analytics to view a detailed breakdown of your agency's revenue over a time period

Written by Ben McEntee
Updated over a week ago

Auto Charge

Learn how to set up Auto Charge to automatically take payments from your clients when payment requests are issued

Written by Ben McEntee
Updated over a week ago

Charge Via Tutor Troubleshooting

Here are a few things to check why the setting for Charge Via Tutor might not be working

Written by Ben McEntee
Updated over a week ago

Ad Hoc Charges

Ad Hoc Charge Categories

Learn more about setting up & using Ad Hoc Charge Categories

Written by Ben McEntee
Updated over a week ago

Expenses

All your tutors to add Expenses by creating Ad Hoc Charge Categories

Written by Ben McEntee
Updated over a week ago

Using Ad Hoc Charges

Learn more about creating & assigning non lesson based charges to your clients

Written by Ben McEntee
Updated over a week ago

Subscriptions

Use Subscriptions to send monthly recurring charges to your clients

Written by Ben McEntee
Updated over a week ago

Client Balances

Balance Adjustments

Find out how to add credit onto your clients account, as well as making balance adjustments to deduct credit from their balance

Written by Ben McEntee
Updated over a week ago

Client Balance Statements

View all of your clients/balances in one place, & learn how you can create a balance statement for each of your users

Written by Ben McEntee
Updated over a week ago

Low Balance Notifications and Preventing Negative Balance

Set up low balance notifications to notify clients, as well as client managers when a users balance goes below a certain amount

Written by Ben McEntee
Updated over a week ago

Understanding Balances

Learn more about the differences between an Invoice Balance & Available Balance

Written by Ben McEntee
Updated over a week ago

Direct Debit

ACH Payments

Here you can find everything there is to know about setting up & receiving ACH payments

Written by Ben McEntee
Updated over a week ago

GoCardless Setup

Learn how to set up GoCardless to start receiving Direct Debit payments

Written by Ben McEntee
Updated over a week ago

Invoicing

Automatically Marking Invoices as Paid

Find out how you can mark invoices against a clients available credit

Written by Ben McEntee
Updated over a week ago

Auto Invoicing

Automatically send invoices to your clients as soon as a lesson has been marked as complete

Written by Ben McEntee
Updated over a week ago

Customising Invoices

Find out how to change certain elements of the invoice PDF that is sent to users

Written by Ben McEntee
Updated over a week ago

Drafting Invoices

Learn more about creating & sending invoices to your clients

Written by Ben McEntee
Updated over a week ago

Invoice Reminders

Use Invoice Reminders to remind a client that there is an unpaid payment request on their account

Written by Ben McEntee
Updated over a week ago

Raising and Paying Invoices

Here you can find information on paying, voiding, as well as issuing refunds for raised invoices

Written by Ben McEntee
Updated over a week ago

Paying Out To Tutors

Customising PDFs

Learn how to add information from custom fields onto PDF documents

Written by Ben McEntee
Updated over a week ago

Raising and Paying Payment Orders

Learn how to draft, send, and void Payment Orders

Written by Ben McEntee
Updated over a week ago

Generating Payment Orders including Items not Associated with Paid Invoices

Learn how to generate Payment Orders for lessons that have not been paid for yet

Written by Ben McEntee
Updated over a week ago

Troubleshooting Payment Orders

Here's a few tips on what to look out for when troubleshooting Payment Orders

Written by Ben McEntee
Updated over a week ago

Pay Runs

Use Pay Runs to export a CSV file of your tutors bank details to complete bulk payments

Written by Ben McEntee
Updated over a week ago

Payment In Advance

Client Top-Ups

Allow users to add credit to their account using the 'Top Up' feature

Written by Ben McEntee
Updated over a week ago

Customising Credit Requests

Learn how to create templates for credit requests

Written by Ben McEntee
Updated over a week ago

Working with Credit Requests

Request upfront payment from your clients using credit requests

Written by Ben McEntee
Updated over a week ago

Quick Payments

Taking Card and Quick Payments

Learn how to take a quick payment from your client if they have a saved payment method on their account

Written by Ben McEntee
Updated over a week ago

Taking Debit And Credit Card Payments

Stripe Setup

Learn more about setting up Stripe, so your clients can pay for their invoices directly online

Written by Ben McEntee
Updated over a week ago

Saving Card Details

Find out the different ways that you can save a clients' card information, and how you can add a card payment fee onto an invoice

Written by Ben McEntee
Updated over a week ago

Tutorcruncher Fees And Charges

Price Plans and Upgrading your Account

Find out more on the different price plans that we offer, as well upgrading & changing your account

Written by Ben McEntee
Updated over a week ago

TutorCruncher's Fees and Charges

Learn more about the different fees & charges that you may receive for your price plan

Written by Ben McEntee
Updated over a week ago