Teach 'n Go simplifies the process of generating invoices for your customers, enabling you to share details before payment and automatically marking invoices as paid post-payment.
Creating an Invoice:
Navigate to the Payment section and click 'New Invoice.'
Choose the student from the list (use filtering for convenience) or select multiple students on the same invoice.
Add extra fees or custom fees, along with optional discounts.
Opt for partial payment if needed, with the remaining balance reflecting on the student's account.
Click Save to generate the invoice.
Save, print, or send the invoice via SMS or email to the student or related contact.
Marking as Paid:
Once payment is received:
Click the green 'Mark As Paid' button.
The system updates, changing the status of invoice items to settled.
An automatic receipt is generated and accessible in the Payments Received tab.
This streamlined process enhances your invoicing workflow within Teach 'n Go.