Overview
Program a custom invoicing rate for a private pay student that overrides the default Session Type Rate to offer a discount or charge more for a highly qualified tutor.
Article Sections
- Student Payroll/Invoicing Data Table
- Program a Custom Invoice Rate in Student Record
- Add Custom Invoice Rate
- Add Custom Pay Rate
- Add Split Billing
Student Payroll/Invoicing Data Table
The Payroll/Invoicing Data table in a private pay Student record on the Info tab may be used to:
- a) Override the default invoice rates programmed in the Private Session Types for all instances or just instances when tutored by a particular tutor.
- b) Override the tutor pay rate in the pay group for all instances or just instances of a particular tutor.
- c) Automatically split the invoice for a session for the student between 2 customers.
- d) Add invoice text to highlight your discount.
Program a Custom Invoice Rate in Student Record
1. Navigate to the Student record and press Edit on the Info tab.
2. Scroll down to the Payroll/Invoicing Data table.
3. If the student has an enrollment selection of Private, you can program invoice rates.
4. You may program many specific exceptions or one catch-all override.
5. Press the plus sign at the top of this section to add a new row.
6. Select a Tutor name if the invoice override is tutor specific (works with invoice outstanding only).
7. Select a Session Type if the invoice override is session type specific.
8. Leave as default settings if the override applies to everything. So the options are:
- Tutor specific with all session types
- Tutor specific with a specific session type
- All tutors with all session types
- All tutors with a specific session type
Add Custom Invoice Rate
9. Now add the invoice rate for the combination you have selected. Press on the word Ignore and add your billing rate with no currency symbol. Oases will charge the amount you enter for every unit of time you have programmed for the session type.
10. Add any text that you would like added to the invoice line item in the Inv Text field. This text will come in before the Invoice Outstanding session text when using Invoice Outstanding or before the Description Text added on the Configure Session Type page when using Advanced Invoicing so word your text so that it flows into the other expected text as shown below.
Add Custom Pay Rate
PP04. Program Different Pay Rates per Student
Add Split Billing
IP12. Automatic Split Invoicing for Services