Billing & Invoicing
By Teachworks1 author79 articles
- Applying Discounts
- Using a Different Payment Processor
- Customer Balances & Transactions
- Full or Partial Refund of an Invoice
- Overdue Invoice Reminders
- Emailing Invoices
- Cost & Wage Premiums
- Unallocating Payments vs Deleting Payments
- Adding Credit Card Details to Client Profiles
- Invoice Lesson Description
- Flagged Invoices
- Removing Packages
- Deleting a Payment
- Invoice Numbering
- Invoice Lesson Units
- Invoice Sales Tax by Line Item
- Filtering the Invoices Table
- Writing Off Uncollectable Invoices
- Deleting Saved Invoices in Bulk
- Processing Payments through QuickBooks Online
- Splitting Invoice Payments Between Two Customers
- Stripe SEPA Debit Payments
- Stripe BECS Debit Payments
- Stripe iDEAL Payments
- Stripe PayNow Payments
- Stripe Przelewy24 Payments
- Sending Multiple Invoice Emails at Once
- Voiding Invoices
- Deleting Invoices
- Unallocating a Credit Note or Payment from an Invoice
- Recording a Payment
- Allocating Credit or Payments to an Invoice
- Refunding a Payment
- Paying through the Website Booking Plugin
- Copying an Invoice
- How To Edit A Payment's Description, Date, and Payment Method Details
- Billing Package Students for Individual Lessons
- Tracking Package Balances
- Adding Packages without Invoicing
- Flat Fee & Subscription Billing Method
- Assigning a Package to a Student
- Setting Up Starting Package Balances
- Package Billing Method
- Applying Unallocated Payments to an Invoice
- Recalculating Lesson Cost and Wages
- Invoice Auto-Pilot Catch-All Schedules
- Card Declined
- Troubleshooting Student Lesson Cost
- Updating Credit Card Expiration Dates
- Updating your Bank Account Details in Stripe
- Stripe ACH Payments
- Extending an Invoice Autopilot Schedule
- Stripe - Credit Card Expiration Emails
- Invoice Autopilot - Selecting Specific Invoice Periods
- Integrating Xero with Teachworks
- Sales Tax Treatment for US QuickBooks Users
- Archive Packages
- Refunding a Credit Note
- Creating a Credit Note
- Editing Invoices
- Creating Multiple Invoices
- Creating a Single Invoice
- Crediting a Package
- Adding a Package
- Setting Lesson Costs
- How to Charge a Fee to a Customer
- Applying New Cost & Wages to Existing Lessons
- Switching From The Package Billing Method
- Viewing Uninvoiced Lessons
- Paying Invoices by Credit Card on behalf of Clients
- Calculating the Value of Used Package Lessons
- Non-Hourly Billing Methods
- Billing Methods
- Billing Process
- Setting Up Starting Balances
- Package Billing vs. Billing per Lesson
- How to Update Your ACH Bank Account Connection for Stripe
- Approve & Email Multiple Invoices at Once
- The Complete Guide to Package Billing in Teachworks