Step 4: Create an Invoice
Invoicing is a common weakness and stressor for many tutoring businesses. With TutorBird, that doesn’t need to be the case! TutorBird uses your student information along with the scheduled lessons to generate professional, itemized invoices with just a few clicks.
- Navigate to “Families & Invoices” from the main menu on the left.
- Click on the “Zoom” tool (blue magnify glass icon) beside the family you would like to invoice.
- In the “Family Summary” select the “Invoices” tab and click on the “+ New Invoice” button.
- When the “Create Invoice” pop-up appears, fill in all relevant invoice details starting with the invoice start and end date. Click on the green “Create” button.
- Your new invoice will appear in the list of “Generated Invoices”. Click on the blue “Menu” button (blue upside down arrow) and select “View” to preview or click "Email" to send the email.
Tip: Remember, billing is the charge for the lessons and invoicing is how often you collect on those charges.
Click Here for Step 5: Record a Payment