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Making a Lesson's Invoice/Paid Status Viewable in View Lesson Modal

Teachworks Support avatar
Written by Teachworks Support
Updated over 2 months ago

It's possible to make a lesson's invoice & payment status viewable in the view lesson modal. This feature is useful if your company requires payment for lessons before they can occur and teachers need to check a lesson's invoice status before the lesson starts.

Enabling the Setting

You can follow the steps below to enable this setting:

  1. Click on "Account & Settings" and then click on "Account Settings".

  2. Scroll down to the "Invoice Settings" section.

  3. Select the "Visible to Administrator, Staff & Teachers" option under the "Invoice Status on Lesson Modal" setting.

  4. Submit the form to save your changes.

Screen_Shot_2020-06-23_at_1.27.46_PM.png

Once enabled, an "Invoice" field will be added to the "View Lesson" modal for teachers & employees displayed the invoice number the lesson is attached to, as well as the invoice status:

Anna_Hall_Unpaid_Lesson.png

NOTE: Package lessons will appear as uninvoiced since they aren't added to an invoice as individual lessons. You can refer to the Package Balances table under the Billing tab to view a customer's package usage.

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