Invoice a family

Send a family an invoice from the Inbox; they pay it from the family area on your website.

Transcript

Season 11, episode 3 · the portal · 0:45

Send a family an invoice from the Inbox; they pay it from the family area on your website.

Chapters

  • 0:00 Introduction
  • 0:04 Sending an invoice
  • 0:25 The family pays

Script

[0:00] In this video, you’ll send a family an invoice, and they’ll pay it on your website.

Sending an invoice

[0:04] In the Inbox, under Orders, press Invoice a family.

[0:07] Choose the student. The invoice goes to their parent or guardian, or to an adult student themselves.

[0:14] Then say what it’s for: here, November lessons, four of them, at forty dollars each.

[0:20] Press Send invoice. The parent gets an email with a link to pay it.

The family pays

[0:25] Parents sign in on the studio’s own website, under Family login, in the studio’s colours.

[0:31] Their Payments page lists what’s due, with a Pay button.

[0:35] Pay opens the studio’s payment page, the same as a purchase from the shop, in test mode here.

[0:41] Once it’s paid, the receipt appears, and a copy is emailed to the parent.

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