Streamline Invoicing for Independent Contractors: The Teacher Invoices Add-On Explained

If you’re managing a tutoring business in an area where teachers work as independent contractors and need to invoice your company, the Teacher Invoices Add-On is a valuable tool that will simplify the process. The Teacher Invoices Add-On allows you and/or teachers to easily generate invoices to charge your business for their services.

In this article, we’ll explore the various ways in which the Teacher Invoices Add-On can benefit your tutoring business, as well as provide a quick overview of the add-on.

Main Benefits Of Teacher Invoices Add-on

• Speed up the invoicing process: Depending on your selected settings, both administrators and teachers can generate teacher invoices. When setting up the add-on, you can choose your preferences, such as lesson statuses to include on teacher invoices and descriptions to add to line items, making the invoicing process quick and easy later on.
• Easily customize add-on settings: The add-on offers a range of customizable settings to fit your company’s unique needs. You can set invoice titles, teacher and company address details, default instructions, and more.
• Cut down on invoicing errors: With the ability to specify lesson statuses, include lesson descriptions and manage non-teaching events, you can ensure accurate billing for all services provided by teachers.
• Accurate Tax Management: For businesses required to apply sales tax, the add-on allows you to enable and set default sales tax rates, ensuring accurate tax calculations every time.
• Be kept in the loop: Receive email notifications when a teacher creates a new invoice, keeping you updated on financial transactions within the business.
• Easily track payments: Teachworks allows for easy recording of teacher invoice payments, marking lessons and transactions as “Paid” on the Hours & Earnings page for teachers.

Using The Teacher Invoices Add-on

The Teacher Invoices Add-on can be enabled on the Integrations & Add-ons page in your Teachworks account. Once enabled, you can customize the settings based on your specific requirements. Settings include:

• Invoice Title: Displayed at the top of the teacher invoice.
• Teacher Address Details: Controls how the teacher’s address appears on the invoice using Merge Tags.
• Company Address Details: Controls your company’s address display on the invoice using Merge Tags.
• Default Instructions: Set as default on the Teacher Invoice form, editable for individual invoices.
• Lesson Statuses: Specify which Lesson statuses are included on Teacher Invoices; leave blank to include all.
• Lesson Description: Use merge tags to set description for lesson line items, default includes the date.
• Non-Teaching Events: Use merge tags to set description for non-teaching line items, default includes the date.
• Enable Sales Tax: When enabled, set a default tax rate added to the invoice subtotal.
• Default Sales Tax Rate: Sets the default tax rate on the Create Teacher Invoice form, changeable for each invoice.
• Default Sales Tax Label: Label for sales tax row if specified, can be edited for each invoice.
• Notify Company of New Invoice: When enabled, sends an email to your company address for new teacher invoices.
• Exclude Paid Records: When enabled, prevents lessons with payments from being added to an invoice.
• Allow Teachers to Create Invoices: Enable to let teachers create their invoices; administrators can do this by default.

Once you have selected your settings, you can go to Employees > Teacher Invoice and click “Create Invoice From Teacher” to start generating teacher invoices. 

On the Create Teacher Invoice Form, you’ll be able to select the relevant period and even preview the invoice to make sure everything is correct.

In teacher accounts, teachers can go to Invoices > Create Invoice to generate an invoice. 

If there’s an amount due on the invoice, a payment form will appear at the bottom with the same total. You can adjust the date, add a description, and choose to email a pay slip to the teacher. Submitting the form records the payment and marks the lessons as “Paid” on the teacher’s Hours & Earnings page.

The Teacher Invoices Add-On is a valuable tool for tutoring businesses with independent contractors. Its customizable settings speed up invoicing, reduce errors, and simplify tax management. If you’re interested in using this add-on for your tutoring business, you can find more detailed information on our knowledge base: Teacher Invoices Add-on

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