Invoice Autopay Add-on & Other New Features!

October 18, 2024 Company Features, News & Updates

We’ve been working hard to add new features and improvements to Teachworks! Below is a quick rundown of our latest features and updates.

Invoice Autopay Add-on

We’ve added the Invoice Autopay Add-on as an early access add-on! This add-on allows you to automatically queue invoices for payment through Stripe when an invoice is approved. You can find more information in this article: Invoice Autopay Add-on. If you would like it enabled in your account, please email us at [email protected].

Custom Lesson Emails Add-on

This limited access add-on allows you to create notification templates that can be used for sending tailored messages to families or students for a particular lesson and allows you to include details about the repeat settings if the lesson is apart of a repeating series. You can find more information here: Custom Lesson Emails Add-on.

Preset Invoice Charges Add-on

We’ve added a Preset Invoice Charges Add-on. This new add-on allows you to create standard invoice charge items that can be selected to quickly add charge items to your invoices. You can find more information here: Preset Charges Add-on

Assigned Student Notification Add-on

The Assigned Students Notification Add-on allows you to send an email notification to teachers whenever a student has been assigned to them. You can find more information here: Assigned Student Notification Add-on.

Teachworks API Updates

  • We have added endpoints for the Repertoire Tracker Add-on (list, show, create).
  • We have added endpoints for the Results Tracking Add-on (list, show, create, update).
  • We have added endpoints for “Create Location” and “Update Location”.
  • We have added a new endpoint that will retrieve assigned students by the teacher_id.
  • We have added an endpoint that will allow you to update employee custom fields.
  • We have optimized the List Customers and List Students API endpoints query for better performance.

Report Updates

  • We have added columns to the First and Last Lesson Reports and the Individual Packages Report’s Excel downloads for “Student ID” and “Customer ID”.
  • We have added a “Customer ID” column to the Customer Balance and Invoices table Excel downloads.
  • We added a column for Employee ID in the Employee Hours and Wage Payments downloads.
  • When no results are listed in a table (students, families, employees, invoices, etc.) the “Select all” check box is no longer displayed.
  • We have added sub-locations to the “Location” filter on the Lesson Summary Report that allows you to filter lessons by sub-location.
  • We have added a “Lesson ID” option to the “Columns” field in the Lesson Summaries report.
  • We have added a “Hide Title” option to the “Columns” field in Lesson Summaries Report.  When selected, it will hide the “Title” column from the report.
  • We have added a Time Zone option to the “Columns” field in the Lesson Summaries report.
  • We have added the “Customer Country” as an options to the “Columns” field in the Lesson Summaries Report.
  • We have updated the used method for checking if a browser supports Excel/CSV downloads on the Lesson Summaries report.
  • We have added a “Sales Tax” measure to the Breakdowns Report.

Other Updates

  • We have resolved an issue with the method that displays the trial end date for Paid add-ons.
  • We have fixed an issue that was causing the misalignment of Custom Fields being displayed on Student profiles.
  • We have updated student profiles to display the age of the student based on date selected in the “Birth Date” field.
  • We have added a new setting to the Calendar & Events Settings section of the Account Settings page for “Teacher Calendar name format”. This setting allows you to select how you’d like to display teacher names on the Teacher Calendar.
  • We have updated the Increment Grade Level feature to make grades case sensitive in list of grade levels to change, so all values are displayed in the list.
  • We have updated permissions to display some fields from the “Employment Details” section on an employee’s own profile (IE: wage, start date, position, etc.).
  • We have added a column for “Invoice Date” to the Payment Allocations Excel download.
  • We have added a “Custom Status” field to the Repertoire Tracker’s settings that allows you to create custom statuses.
  • We have added an additional filter to the Package Balances table for “Active Customers and Inactive Students”.
  • We have added a {SERVICE} merge tag to the Schedule Confirmation lesson details.
  • We have added a “Description” field to Subjects.
  • We have added a “Teacher Default Page” setting to the Employee Account Settings section of the Account Settings page that allows you to set the default page teachers are directed to after they login (calendar or dashboard).
  • We have added a “Count” column to the Student Groups table that displays the number of students in each group.
  • We have added a wage override feature to non-teaching events that will allow you to override the wage method on employee profiles for non-teaching events. You can find more information here: Non-Teaching Event Wage Override.
  • We have added a new action to Zapier that will retrieve a list of assigned students for the selected teacher.
  • We’ve optimized the query for setting an invoice number on the Create Invoice and Create Multiple Invoices forms for faster loading.

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