Help for teachers

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

  1. Open Settings, then Invoicing.
  2. Under Create invoices, choose After each lesson, Weekly, Biweekly or Monthly, and the day it runs under On this day.
  3. 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.
  4. 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.
  5. 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.

Automatic billing: invoices on a schedule (Pro) · DuetStudio help