Raising and Paying Payment Orders

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How do I send payment orders?

To send payment orders to tutors, navigate to Accounting > Draft Payment Orders. Stage the POs using the right arrow buttons and checkboxes, or by going to a PO and clicking the the 'Stage payment order' button. Then send all your staged POs by clicking the 'Send Confirmed Payment Orders' button. Note that any invoiced items cannot be changed or edited. (Items can still be deleted, but remember to use this feature responsibly to avoid mismanaging your accounts) If your tutor has a valid email address, the PO will be emailed to them, or it will be available in their 'Payment Orders' tab.

How do I pay a payment order?

Simply go to a Payment Order's page and click 'Mark as Paid'. You'll be able to record how and when you paid them.

You can also bulk pay your tutors using TutorCruncher's Pay Runs.

NB. Marking a payment made will not deduct anything from your bank account, and it will not pay the tutor automatically. This is a service used to track whether or not someone has been paid by other means (eg. cash, a payroll system separate to TutorCruncher, etc.).

How do I void a payment order?

To void a payment order, click on the 'Mark Void' button at the top of the PO's page. Fill out a description and the type of voided PO, then click Submit. The accounting on any item on a voided PO will marked as incomplete, and charges must be regenerated to put the items on a new PO.

Occasionally you need to change an invoice or payment order after it’s sent or paid because of mistakes made by the client, tutor or even admin.

Step by step process

  • For example, with this invoice, one of the lessons has been logged for 1.5 hours when it is supposed to be one hour. This has led to the client being charged wrongly.
  • To void an invoice, go to the invoice, click the ‘Issue Credit Note’ button, enter the necessary information and click 'Submit'.
  • The lessons on this invoice are now editable again, so you can change them to what they should be.
  • A new invoice now needs to be generated, so go to Accounting > Draft Invoices > Generate and regenerate the invoice you need using the appropriate cutoff dates.
  • You can see that the new invoice has the correct lesson times on it, so it can be sent off.
  • You can go through the same process with a payment order.

If an already paid invoice is voided, credit will be added to a client’s account without actually refunding this credit. If a refund is necessary, this needs to be done outside of the system and the client's balance needs to be adjusted manually to reflect that a refund has taken place.

More information

Click here for more information on Invoices.

Click here for more information on Payment Orders.