Managing Credits for Families
Managing Families and Billing Plans
Canceling an Invoice and Handling Overdue Payments
Transaction Reconciliation: Matching Payouts with Invoice Payments
Understanding Payouts: How Businesses Receive Funds
Understanding Auto-Deduct to Collect Payments from Families
Accepting Payments: How Parents and Students Can Pay Invoices
Processing Refund Requests for an Invoice
Editing Existing Invoices
Bulk Invoice Generation for Multiple Families
Splitting Payments for a Manual Invoice
Understanding Transaction Fees When Processing Invoices
Understanding Invoice Statuses
Understanding Automated Invoicing
Overview of All Invoicing Features
Advanced Invoicing for Multi-Tutor Businesses
Understanding Invoicing Subscription Plans
Understanding Manual Invoicing
Introduction | Invoicing by Evallo
Understanding Auto-Deduct to Collect Payments from Families
Understanding Auto-Deduct to Collect Payments from Families
Take a hands-off approach to Invoicing by enabling Auto-Deduct for your families
How Auto-Deduct Works
Auto-deduct is designed to automatically charge a saved payment method when an invoice is due, ensuring timely payments without manual intervention. It applies to both manually created invoices and automated invoices generated by the system.
When Is Auto-Deduct Applied?
Auto-deduct kicks in as soon as an invoice is generated , provided that the parent has a saved payment method. Here's how it works based on invoice type:
1. For manually created invoices:
Click on the +New Invoice button from the navigation bar at the top
Fill in the details for the manual invoice and then scroll to the bottom under Payment Details section
Select the Auto-deduct checkbox
To process the payment immediately, set the due date to today and click on Charge button at the bottom
If you select a future due date, then the invoice will be charged automatically on the selected due date
The system automatically charges the saved payment method as soon as the invoice is approved by an admin. If Auto-Approval is turned on, then the payment will be deducted immediately after invoice generation
If auto-deduct is enabled and a valid payment method is available, parents won’t need to log in to complete the payment—the system handles it for them.
💡 Example: A family is set to Periodic billing cycle and is billed at the end of every month for tutoring sessions . With auto-deduct enabled, their saved credit card is automatically charged when the invoice is created, ensuring payment is made on time.
How Auto-Deduct Works
Auto-deduct is designed to automatically charge a saved payment method when an invoice is due, ensuring timely payments without manual intervention. It applies to both manually created invoices and automated invoices generated by the system.
When Is Auto-Deduct Applied?
Auto-deduct kicks in as soon as an invoice is generated , provided that the parent has a saved payment method. Here's how it works based on invoice type:
1. For manually created invoices:
Click on the +New Invoice button from the navigation bar at the top
Fill in the details for the manual invoice and then scroll to the bottom under Payment Details section
Select the Auto-deduct checkbox
To process the payment immediately, set the due date to today and click on Charge button at the bottom
If you select a future due date, then the invoice will be charged automatically on the selected due date
The system automatically charges the saved payment method as soon as the invoice is approved by an admin. If Auto-Approval is turned on, then the payment will be deducted immediately after invoice generation
If auto-deduct is enabled and a valid payment method is available, parents won’t need to log in to complete the payment—the system handles it for them.
💡 Example: A family is set to Periodic billing cycle and is billed at the end of every month for tutoring sessions . With auto-deduct enabled, their saved credit card is automatically charged when the invoice is created, ensuring payment is made on time.
What Happens If a Payment Fails?
Even with auto-deduct enabled, payments may fail due to issues like an expired card or insufficient funds. If this happens, Evallo follows a structured retry process to ensure the invoice is paid.
How Auto-Deduct Handles Failed Payments
First Attempt Fails
The system automatically retries the charge after a short delay.The parent receives an email notification about the failed payment.
Retry Attempt on a Saved Card
If the saved card fails again, Evallo tries another saved payment method (if available).If no other payment method is available, the invoice remains Unpaid.
A Payment Link Is Sent
If all auto-deduct attempts fail, Evallo automatically generates a payment link and sends it to the parent.The parent must log in and complete the payment manually.
💡 Example: A parent’s credit card expires, causing auto-deduct to fail. The system attempts the backup card on file, but that fails too. A payment link is sent, allowing the parent to enter new payment details and manually complete the transaction.
What Happens If a Payment Fails?
Even with auto-deduct enabled, payments may fail due to issues like an expired card or insufficient funds. If this happens, Evallo follows a structured retry process to ensure the invoice is paid.
How Auto-Deduct Handles Failed Payments
First Attempt Fails
The system automatically retries the charge after a short delay.The parent receives an email notification about the failed payment.
Retry Attempt on a Saved Card
If the saved card fails again, Evallo tries another saved payment method (if available).If no other payment method is available, the invoice remains Unpaid.
A Payment Link Is Sent
If all auto-deduct attempts fail, Evallo automatically generates a payment link and sends it to the parent.The parent must log in and complete the payment manually.
💡 Example: A parent’s credit card expires, causing auto-deduct to fail. The system attempts the backup card on file, but that fails too. A payment link is sent, allowing the parent to enter new payment details and manually complete the transaction.
Best Practices for Managing Auto-Deduct Payments
Encourage parents to save a backup payment method to avoid disruptions.
Monitor failed transactions regularly and follow up with parents when necessary.
Clearly communicate billing schedules so parents know when payments will be charged.
Use payment links as a fallback when auto-deduct fails, ensuring a smooth resolution.
Best Practices for Managing Auto-Deduct Payments
Encourage parents to save a backup payment method to avoid disruptions.
Monitor failed transactions regularly and follow up with parents when necessary.
Clearly communicate billing schedules so parents know when payments will be charged.
Use payment links as a fallback when auto-deduct fails, ensuring a smooth resolution.
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