New Add-on: Future Invoice Charges

Future Invoice Charges Add-on

If you would like to record charges without generating invoices right away, the Future Invoice Charges Add-on makes this process easy. You can record charges as they come up and pull them onto invoices at a later time. The Future Invoice Charges add-on can help you stay organized, save time, and ensure accurate billing.

In this article, we’ll explore how this new add-on can benefit your tutoring business. We’ll also provide a quick overview of how the feature works.

Benefits of Using the Future Invoice Charges Add-On

The Future Invoice Charges Add-on can benefit your tutoring business in many ways, including the following:

  • Simplifies charge recording without immediate invoicing, providing flexibility in managing customer charges.
  • Saves time by allowing you to record charges as they occur and add them to invoices later, eliminating the need for manual entry when generating invoices.
  • Helps you stay organized with accurate records of charges, ensuring nothing is overlooked or forgotten.
  • Enables efficient and bulk invoicing for recorded charges, streamlining your billing operations and improving overall efficiency.

Enabling and Using the Future Invoice Charges Add-On

To begin using the Future Invoice Charges Add-on, head over to the Integrations & Add-ons page in your Teachworks account and activate the add-on.

Recording Future Invoice Charges

Once the add-on is enabled, you can record future invoice charges by following these easy steps:

  • Navigate to the “Billing” section and select “Add Future Invoice Charges.”
  • Add the relevant users by choosing between the “Customer” or “Student” options. For example, if you want to add separate charges for each child in a family with three children, select the “Student” option to create three charges individually.
  • Enter the necessary details, including a title, date, amount, and description. These details will be displayed on the invoices later on.
  • Click “Save” to record the charge. If you have multiple charges to add, you can choose “Save & Add Another” to speed up the process.
Add Future Invoice Charge

Adding Future Invoice Charges to Invoices

Teachworks offers different invoicing options, including the ability to generate invoices in bulk or automate invoicing entirely. We’ll look at these individually below:

  • Single Invoices: If you’re working with a single invoice, select the “Charges by Date” option. Choose the relevant date range to automatically pull the charges onto the invoice.
Charge example on single invoice
  • Multiple Invoices: If you’re generating multiple invoices at once, you can either select the “Charges by Date” option or the “Charges & Lessons by Date” option to include charges (and lessons) on the invoices.
Adding charges when creating invoices in bulk
  • Invoice Autopilot Add-on: If you’re using the Invoice Autopilot Add-on, you can enable the “Add Uninvoiced Charges to Invoices” option. This feature will automatically add future charges to invoices when invoices are generated.
Adding charges using the invoice autopilot add-on

For more information and detailed steps on how to use the Future Invoice Charges Add-on, visit our knowledge base: Future Invoice Charges Add-on.

The Future Invoice Charges Add-on is a powerful tool that simplifies the creation and management of customer charges. By enabling this add-on, you can easily record future charges without the need for an immediate invoice. When the time comes to create invoices, you can quickly pull these charges onto the invoices for the specified date range. Take advantage of this user-friendly add-on to speed up invoicing and improve efficiency for your tutoring business.

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