Automatic billing: invoices on a schedule (Pro)
On Pro, DuetStudio can make each student's lesson invoices for you on a schedule: after each lesson, every week, every other week or every month, priced from your rates. You choose whether each invoice is emailed for you or waits as a draft for you to send. Billing shows everything that bills itself and when the next invoice goes out.
Steps
- Open Settings, then Invoicing.
- Under Create invoices, choose After each lesson, Weekly, Biweekly or Monthly, and the day it runs under On this day.
- Choose when it is due under Payment due, and turn on Email each invoice automatically if families should get each invoice without you sending it.
- Save, then choose Apply under Apply to current students to put the students you already have on this schedule. Students you add later start on it.
- On Billing, the line under the title says what bills itself and when the next invoice goes out. See what bills itself opens the Automatic tab, with every student on a schedule and every tuition.
Good to know
- To give one student a different schedule, open the student, go to Billing, and choose Edit under Billing settings.
- Each invoice covers that student's attended lessons that have not been billed yet. Lessons covered by tuition are never on it.
- A student showing Not billing: no day chosen on the Automatic tab has a schedule without its day, so nothing is made. Choose the day in their Billing settings.
- Invoices are made early each morning, so the Automatic tab shows the next one after today.
- Want a flat fee instead of per lesson? See the tuition guide: tuition bills one amount for a season or every month.
Still stuck? Contact support and we will help.