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 Transaction Fees When Processing Invoices
Understanding Transaction Fees When Processing Invoices
Breakdown of transaction fees for card and payments on Evallo.
Draft
A draft invoice is one that has been created but has not yet been sent to a family. This status allows administrators to review and modify invoices before finalizing them.
How an Invoice Gets a Draft Status:
When a
manual invoiceis created and saved but not sent immediately.When an
automated invoiceis generated but is pending approval from an administrator.When an invoice
contains errors, such as missing hourly rates, preventing it from being sent.
What You Can Do With Draft Invoices:
Review and edit invoice details, including session charges, discounts, and payment terms.
Correct missing or incorrect information, such as nil session rates.
Approve and send invoices individually or in bulk from the all invoices screen.
Restrictions for Draft Invoices:
A draft invoice cannot be paid because it has not been sent to the family. If an invoice remains in draft for too long, businesses should review and approve or delete it to keep financial records clean.
Once an invoice is approved and sent, it moves to the sent status.
Draft
A draft invoice is one that has been created but has not yet been sent to a family. This status allows administrators to review and modify invoices before finalizing them.
How an Invoice Gets a Draft Status:
When a
manual invoiceis created and saved but not sent immediately.When an
automated invoiceis generated but is pending approval from an administrator.When an invoice
contains errors, such as missing hourly rates, preventing it from being sent.
What You Can Do With Draft Invoices:
Review and edit invoice details, including session charges, discounts, and payment terms.
Correct missing or incorrect information, such as nil session rates.
Approve and send invoices individually or in bulk from the all invoices screen.
Restrictions for Draft Invoices:
A draft invoice cannot be paid because it has not been sent to the family. If an invoice remains in draft for too long, businesses should review and approve or delete it to keep financial records clean.
Once an invoice is approved and sent, it moves to the sent status.
How These Fees Affect Payouts
All transaction fees are automatically deducted before the business receives its payout. The final amount that appears in your bank account reflects the invoice total minus any applicable fees.
If surcharging is enabled in your invoicing settings, Evallo will add the transaction fee on top of the invoice amount, allowing the parent to cover it and ensuring the business receives the full intended payment.
Example:
If the invoice total is $100 and the business covers the fee using a personal credit card, the payout will be $96.90.
If surcharging is enabled, the parent pays $103.10, and the business receives the full $100.
What If a Payout Seems Lower Than Expected?
If you notice that the payout amount is less than the invoice total, it may be due to:
The payment method used (card vs. ACH) and any associated surcharges.
Additional processing fees from optional services.
Transaction-based surcharges for international, AmEx, or business cards.
Evallo is working on a payout tracking feature that will help businesses view fee breakdowns per transaction. Until then, we recommend checking your payment method mix and fee settings for clarity.
Best Practices
✔ Enable surcharging if you want families to cover transaction costs
✔ Encourage ACH for high-value payments to reduce percentage-based fees
✔ Keep your bank details updated to avoid payout delays
How These Fees Affect Payouts
All transaction fees are automatically deducted before the business receives its payout. The final amount that appears in your bank account reflects the invoice total minus any applicable fees.
If surcharging is enabled in your invoicing settings, Evallo will add the transaction fee on top of the invoice amount, allowing the parent to cover it and ensuring the business receives the full intended payment.
Example:
If the invoice total is $100 and the business covers the fee using a personal credit card, the payout will be $96.90.
If surcharging is enabled, the parent pays $103.10, and the business receives the full $100.
What If a Payout Seems Lower Than Expected?
If you notice that the payout amount is less than the invoice total, it may be due to:
The payment method used (card vs. ACH) and any associated surcharges.
Additional processing fees from optional services.
Transaction-based surcharges for international, AmEx, or business cards.
Evallo is working on a payout tracking feature that will help businesses view fee breakdowns per transaction. Until then, we recommend checking your payment method mix and fee settings for clarity.
Best Practices
✔ Enable surcharging if you want families to cover transaction costs
✔ Encourage ACH for high-value payments to reduce percentage-based fees
✔ Keep your bank details updated to avoid payout delays
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