Splitting Payments for a Manual Invoice
Splitting Payments for a Manual Invoice
Allow your families to share costs, schedule installment payments, or manage upfront payments efficiently.
Why Split Payments?
Splitting payments allows tutoring businesses to offer more flexibility to families. Here are some common situations where this feature is helpful:
Shared costs between parents
Some families, particularly those with divorced or separated parents, may prefer to split the invoice so that each parent contributes a percentage of the total. Each portion can be paid using a different payment method, ensuring both parties contribute separately.
Upfront payment with scheduled installments
A family might agree to paya percentage of the total invoiceupfront and spread the remaining amount across multiple due dates. For example, a parent could pay 30% immediately and the remaining balance in two or three monthly installments.Subscription-like payments for tutoring packages
If a student enrolls in a tutoring package that runs for several months, businesses may want to split the cost over time. Whileperiodic invoicingis the recommended approach forstructured recurring payments, businesses can still use manual invoice splitting for unique subscription-style plans.Scheduled payments for large invoices
Some families prefer structured payment plans for high-value tutoring packages. Instead of requiring a single lump sum payment, businesses can allow them to pay insmaller amountsover aset schedule.
Why Split Payments?
Splitting payments allows tutoring businesses to offer more flexibility to families. Here are some common situations where this feature is helpful:
Shared costs between parents
Some families, particularly those with divorced or separated parents, may prefer to split the invoice so that each parent contributes a percentage of the total. Each portion can be paid using a different payment method, ensuring both parties contribute separately.
Upfront payment with scheduled installments
A family might agree to paya percentage of the total invoiceupfront and spread the remaining amount across multiple due dates. For example, a parent could pay 30% immediately and the remaining balance in two or three monthly installments.Subscription-like payments for tutoring packages
If a student enrolls in a tutoring package that runs for several months, businesses may want to split the cost over time. Whileperiodic invoicingis the recommended approach forstructured recurring payments, businesses can still use manual invoice splitting for unique subscription-style plans.Scheduled payments for large invoices
Some families prefer structured payment plans for high-value tutoring packages. Instead of requiring a single lump sum payment, businesses can allow them to pay insmaller amountsover aset schedule.
How to Split a Manual Invoice
Splitting payments in Evallo is a simple process that can be done while creating a manual invoice . Follow these steps to set it up:
Open the invoicing module from the App Drawer and click on
“Create New Invoice".Select the family that will receive the invoice.
Add the necessary details, including the services, tutors, and rates associated with the invoice.
Scroll to the payment options section and enable split payments.
Choose the number of payments you want to create.
Enter the percentage or fixed amount for each payment and set the due dates for each installment.
Assign different payment methods if needed.
If the family wants to split payments between multiple cards , each portion of the invoice can have a different payment method assigned.Review the invoice details and send it to the family.
Once the invoice is sent, the system will automatically track the scheduled payments. Families will receive reminders before each due date, and businesses can monitor payments under the invoice details screen.
How to Split a Manual Invoice
Splitting payments in Evallo is a simple process that can be done while creating a manual invoice . Follow these steps to set it up:
Open the invoicing module from the App Drawer and click on
“Create New Invoice".Select the family that will receive the invoice.
Add the necessary details, including the services, tutors, and rates associated with the invoice.
Scroll to the payment options section and enable split payments.
Choose the number of payments you want to create.
Enter the percentage or fixed amount for each payment and set the due dates for each installment.
Assign different payment methods if needed.
If the family wants to split payments between multiple cards , each portion of the invoice can have a different payment method assigned.Review the invoice details and send it to the family.
Once the invoice is sent, the system will automatically track the scheduled payments. Families will receive reminders before each due date, and businesses can monitor payments under the invoice details screen.
What Happens After Splitting a Payment?
Families receive automated reminders before each due date. Each portion of the split invoice has its own status , showing whether it has been paid or is still outstanding. If a payment method fails, families can update their payment details for the remaining portions.
What Happens After Splitting a Payment?
Families receive automated reminders before each due date. Each portion of the split invoice has its own status , showing whether it has been paid or is still outstanding. If a payment method fails, families can update their payment details for the remaining portions.
When to Use Periodic Invoicing Instead
If a tutoring business regularly charges families on a recurring schedule, periodic invoicing is the better option. Periodic invoicing automatically generates invoices at a set frequency, such as weekly or monthly, eliminating the need to manually split payments each time.
Businesses that require structured installment payments for long-term tutoring plans may find periodic invoicing more efficient than manually splitting invoices.
When to Use Periodic Invoicing Instead
If a tutoring business regularly charges families on a recurring schedule, periodic invoicing is the better option. Periodic invoicing automatically generates invoices at a set frequency, such as weekly or monthly, eliminating the need to manually split payments each time.
Businesses that require structured installment payments for long-term tutoring plans may find periodic invoicing more efficient than manually splitting invoices.
Final Thoughts
Splitting payments for manual invoices is a great way to offer families flexibility in managing their tutoring expenses. Whether the goal is to share costs, allow scheduled payments, or provide an alternative to structured recurring billing, Evallo makes it easy to set up and manage split payments.
If your business frequently needs recurring payments, consider using periodic invoicing instead. For one-time payment splits, manual invoice splitting is the best
Final Thoughts
Splitting payments for manual invoices is a great way to offer families flexibility in managing their tutoring expenses. Whether the goal is to share costs, allow scheduled payments, or provide an alternative to structured recurring billing, Evallo makes it easy to set up and manage split payments.
If your business frequently needs recurring payments, consider using periodic invoicing instead. For one-time payment splits, manual invoice splitting is the best
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