In Teachworks, all fees are charged to customers by generating an invoice. Invoices support regular fees, fees for packages, and lesson fees.
You can add a regular fee to your customers invoices by following the steps below:
Click on "Billing" and then click on "Create Single Invoice".
In the "Customer" field, select the customer you'd generating the invoice for.
In the Invoice Items section, select the "Add Charge" option from the drop-down menu and click "Go".
Enter the details about the charge, including the service name, description, quantity, unit price, and a discount if applicable.
If you plan on sending the invoice later or you plan to make changes to the invoice before sending, click the "Save" button. This will allow you to edit the invoice before sending it to the customer.
If you want to approve the invoice and add the balance to the customer's account immediately, click the "Approve" button. The invoice will now be added to their account balance and will show up in their transactions.
NOTE: You can view all "Saved" invoices on the Invoices table by using the filters at the top and selecting the "Awaiting Approval" option. You can also view a customer's invoices on the customer's profile under the Invoices section.