Overview of All Invoicing Features
Overview of All Invoicing Features
Overview of All Invoicing Features
Overview of All Invoicing Features
Overview of All Invoicing Features
As the title suggests, you can use this article to get a glimpse of Evallo's invoicing capabilities.
For businesses that prefer hands-on control, Evallo allows manual invoice creation . This option is ideal for cases where families require custom charges or one-time payments.
Package invoices, where families are charged for a set number of tutoring hours at a predefined rate.
Single-charge invoices, which allow businesses to issue a charge for a specific service outside of predefined packages.
Manual invoices can be customized with discounts, additional charges, and taxes before being sent to families.
For businesses that prefer hands-on control, Evallo allows manual invoice creation . This option is ideal for cases where families require custom charges or one-time payments.
Package invoices, where families are charged for a set number of tutoring hours at a predefined rate.
Single-charge invoices, which allow businesses to issue a charge for a specific service outside of predefined packages.
Manual invoices can be customized with discounts, additional charges, and taxes before being sent to families.
2. Automated Invoicing for Recurring Payments
To reduce manual work, Evallo offers automated invoicing , allowing businesses to set up recurring billing cycles based on session completion.
Periodic invoicing automatically generates invoices on a weekly, bi-weekly, or monthly basis, depending on the business's billing frequency.
Pre-session invoicing ensures families are charged before a scheduled session takes place. Post-session invoicing allows invoices to be generated immediately after a session is completed.
Businesses can set default hourly rates, apply automated discounts, and manage approvals before invoices are sent.
2. Automated Invoicing for Recurring Payments
To reduce manual work, Evallo offers automated invoicing , allowing businesses to set up recurring billing cycles based on session completion.
Periodic invoicing automatically generates invoices on a weekly, bi-weekly, or monthly basis, depending on the business's billing frequency.
Pre-session invoicing ensures families are charged before a scheduled session takes place. Post-session invoicing allows invoices to be generated immediately after a session is completed.
Businesses can set default hourly rates, apply automated discounts, and manage approvals before invoices are sent.
3. Auto-Deduct Payments for Faster Processing
For businesses that want to streamline payments, Evallo supports auto-deduct , where invoices are automatically charged to a family’s saved payment method.
If auto-deduct is enabled , the system attempts to collect payment as soon as an invoice is sent. If a payment fails, the system notifies both the business and the family, allowing them to update payment details.
3. Auto-Deduct Payments for Faster Processing
For businesses that want to streamline payments, Evallo supports auto-deduct , where invoices are automatically charged to a family’s saved payment method.
If auto-deduct is enabled , the system attempts to collect payment as soon as an invoice is sent. If a payment fails, the system notifies both the business and the family, allowing them to update payment details.
4. Bulk Invoice Generation to Save Time
For businesses handling multiple students and families, Evallo provides bulk invoicing , allowing administrators to generate invoices for multiple families at once.
Instead of creating invoices one by one, the system automatically pulls session details and generates invoices based on completed sessions . Businesses can review draft invoices in bulk before sending them out. This feature is especially useful for periodic billing, ensuring that all families are billed accurately and on time.
4. Bulk Invoice Generation to Save Time
For businesses handling multiple students and families, Evallo provides bulk invoicing , allowing administrators to generate invoices for multiple families at once.
Instead of creating invoices one by one, the system automatically pulls session details and generates invoices based on completed sessions . Businesses can review draft invoices in bulk before sending them out. This feature is especially useful for periodic billing, ensuring that all families are billed accurately and on time.
5. Splitting Payments for Shared Costs and Installments
Evallo allows invoices to be split into multiple payments , enabling families to share costs or schedule payments in installments.
Parents who split tuition costs can divide an invoice so that each parent pays a portion separately.
Businesses can schedule invoice payments over multiple due dates, allowing families to pay in structured installments.
If a business regularly charges families on a recurring basis, periodic invoicing may be a better alternative to manually splitting invoices.
5. Splitting Payments for Shared Costs and Installments
Evallo allows invoices to be split into multiple payments , enabling families to share costs or schedule payments in installments.
Parents who split tuition costs can divide an invoice so that each parent pays a portion separately.
Businesses can schedule invoice payments over multiple due dates, allowing families to pay in structured installments.
If a business regularly charges families on a recurring basis, periodic invoicing may be a better alternative to manually splitting invoices.
6. Tracking Invoice Statuses for Payment Management
Evallo provides clear invoice statuses to help businesses track payments efficiently.
Draft invoices are created but not yet sent to families.
Sent invoices are delivered to families and awaiting payment.
Paid invoices reflect successfully completed payments.
Overdue invoices are past their due date, requiring follow-up or reminders.
Refunded invoices indicate payments that have been returned to the customer.
Businesses can review and update invoice statuses, ensuring financial records are always accurate.
6. Tracking Invoice Statuses for Payment Management
Evallo provides clear invoice statuses to help businesses track payments efficiently.
Draft invoices are created but not yet sent to families.
Sent invoices are delivered to families and awaiting payment.
Paid invoices reflect successfully completed payments.
Overdue invoices are past their due date, requiring follow-up or reminders.
Refunded invoices indicate payments that have been returned to the customer.
Businesses can review and update invoice statuses, ensuring financial records are always accurate.
7. Managing Convenience Fees and Surcharges
Evallo charges businesses a convenience fee for each transaction processed through the platform. Businesses can choose to absorb this cost or pass it on to families as a surcharge.
Convenience fees are deducted from payouts to businesses. Businesses that enable surcharging will have the fee added to the family’s invoice, ensuring the business is reimbursed for transaction costs. Only certain payment methods, such as credit cards, allow surcharging, and businesses must comply with regulations when applying surcharges.
8. Handling Refunds and Chargebacks Efficiently
Refunds and chargebacks can be managed directly through the invoicing system.
Businesses can issue full or partial refunds for paid invoices. Refund requests from families can be reviewed and approved by administrators before processing. Chargebacks initiated by banks are tracked, and businesses can dispute them if necessary.
Evallo ensures refunds are processed within the appropriate timeframes while maintaining transparency for both businesses and families.
9. Exporting Financial Reports for Accounting
To assist with bookkeeping and financial tracking, Evallo allows businesses to export transaction history and invoice records.
Businesses can generate reports showing paid, pending, and overdue invoices. Transaction history can be exported for reconciliation with external accounting software. Revenue trends and payment analytics provide insights into business performance.
By reviewing invoicing reports regularly, businesses can make informed financial decisions and optimize cash flow.
10. Customizing Family Billing Preferences
Evallo provides flexibility in setting billing preferences at the family level.
Each family can have a different billing cycle based on their agreement with the business. Businesses can set default payment methods for families who prefer automatic payments. Service credits and dollar credits can be assigned to families, allowing prepaid balances to be used for future invoices.
These customization options ensure that businesses can cater to the unique payment preferences of each family.
Final Thoughts
Evallo’s invoicing system offers a complete solution for tutoring businesses, making it easy to generate invoices, process payments, and track financial records. Whether you prefer manual control or automated workflows, the platform provides tools to streamline billing and payment collection.
By leveraging features such as auto-deduct, bulk invoicing, split payments, and surcharging, businesses can create a seamless invoicing experience for both administrators and families.
For more details on getting started with invoicing, check out our step-by-step guides
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