Update: Subscriptions and invoices
On november 29th 2012 we upgraded DojoExpert subscription and invoicing system. Now you can have more then 1 item on single invoice and also can generate subscription items for specific date periods.
This is an updated complete step by step tutorial on how to use this system. New features are colored in red.
Before we begin, it is essential that you understand the hierarchy of objects in DojoExpert. So you have:
– subscription packages
DOJO: Your school can have more then 1 dojo’s – you can think of them as locations. You must have at least 1 dojo, and by default in DojoExpert this is called “head dojo” (you can change the name as you wish, but you must have at least 1).
GROUPS: Groups are your classes. Each Dojo you define, can have 1 or more groups. To be able to manage subsription payments with DojoExpert you will need to have at least 1 group. So, if you have more dojo’s, for each dojo create at least 1 group so that you can enroll your members into them.
MEMBERS: In members database you enroll each member in particular dojo. Since you must have at least 1 dojo, any new member when you add it, you must define to which dojo he belongs. But this is not enough – you must enroll him into one or more groups! Yes, your member can belong to more then 1 groups. For example, let’s say that you have KARATE and KUNG FU classes, and John Smith wants to take both. In this case you will enroll him in both groups. There is only one restriction in this hierarchy: 1 member can belong only into 1 dojo (location). So the hierarchy of objects in DojoExpert goes like this: DOJO – GROUPS – MEMBERS.
SUBSCRIPTION PACKAGES: You connect subscription packages with your members in particular group! Subscription packages are not related to dojo or group, they are in relation only with members. For example, you can have 3 packages: “monthly fee”, “weekly fee” and “annual fee”. You can use them in any dojo/group and assign them to any member in any group.
About subscription packages
You can define your own subsription models that you use in your school. Subscription packages have:
– title – your own name of the package (ex. “Karate Monthyl fee”, “2 weeks fee $10” etc.)
– type – We support folowing types: weekly, monthly, annual and per class (we explain them later)
– duration – number that defines the time frame for that package, in other words, charge cycle
– fee – the amount of fee
– weekly limit – how many classes in one week can a member attend
– over limit charge – how much would you charge per class for each time a member attends over weekly limit
Weekly limit and over limit charge are optional. You don’t need to set them if you don’t want to use them.
Let’s learn by example:
For monthly fee you will define: type “monthly”, duration “1”.
For 3 months fee you will select: type “monthly”, duration “3”.
For 4 weeks fee you will select: type “weekly”, duration “4”.
For annual fee you will select: type “annual”, duration “1”.
For 3 classes fee you will select: type “per class”, duration “3”.
For monthly fee for 3 times per week you will define: type: “monthly”, duration “1”, weekly limit “3” (+ over limit charge if you like)
Weekly limits and over limits fees have sense only if you track attendance. The systems will use attendance data to calculate how much the member must pay.
Here is a screenshot from test account:
Once you define the packages, you go to “groups” and for every enrolled member you define subscription package that he will be using and the start date – since when is he using this package.
Some schools have multiple fees per member. For example: you can charge annual fee at the beginning of each year and have monthly fees for different arts (karate, kung fu etc.). In this case you should create separate group for annual fee and put all members in with annual subscription package selected. This annual group will be used only for annual invoice generation. Your regular “art” groups will have members with specific monthly packages. This is the example of one member be part of several groups.
Another more complicated scenario would be if you charge monthly fees at the beginning of the month, but charge “over weekly limit fees” for previous month. In this case you need to have 2 groups for each package: 1st group for monthly fees, and 2nd group for over limit fees where you set the fee to zero and define only over limit fee (to avoid duplicate charge of monthly fee). On the begining of the month you then generate invoices for over limits of previous month and invoices for this month monthly fee.
When enrolling members into groups you will notice the “start date” that you need to set. This date tells the system from when to start counting the weeks/months/years when generating invoices. If you set the start date to 1st November 2012 and select monthly fee package the system will be able to generate the first invoice only after the time period of the package expires, in this example after 1st December 2012. If you try to generate invoice earlier, no invoices will be generated. So, if your practice is to generate invoices on the beginning of the month, you will need to set this “start date” to 1st October 2012. Don’t think of “start date” as a date when particular member started to attend the specific class, then think of it as a date from when the system needs to start counting the period for invoice generation.
Screenshot of “groups” from test account:
“Subscriptions” are now called “Invoices” in DojoExpert menu.
When you go to “Invoices” page in DojoExpert manager you will see a little complex interface. But don’t panic, it’s logical when you understand the process. Here you will generate the invoices for your subscription for every member that have subscription package selected. Also, here you add payments to close the invoice dues once your members pays you.
At the top of the page are filter fields for filtering and displaying existing invoices. If you don’t have any, you will see “no data” under filter tab. Under that you have “add payment” box – you use this fields to register a payment (close existing invoices) when a student pays you.
Under that box you will see “generate subscription invoices” box. Here you create invoices for all or selected subscription packages. You can generate invoices automaticly or manualy create custom invoices for particular member. When using automatic invoice generation you set these fields:
– Period: select “from last invoice” or manualy select the from-to dates.
– Package – you select “all” or specific package for which you want to generate invoices
– Invoice Date – use today date or some date in future if you want to generate invoices in advance (for example, if you want to generate invoices for monthly fee for next month)
– Member – select “all” or specific member
If you selected “from last invoice” the system will look for the last invoice generated for particular member/package and use the date of the last invoice as the starting date for calculation of how many items in invoice he needs to generate. If the last invoice doesn’t exists, he will use “start date” from groups (explained in previous section) . The system will generate 1 invoice per member with 1 or more invoice items – depending on “duration” and “type” of subscription package. Example: If you have 2 weeks fee, but you did not generated invoices for past 30 days, the system will generate 2 invoice items for each invoice/member (1 for every 2 weeks) with appropriate dates. To prevent generation of past invoices don’t select “from last invoice”, but use specific from-to dates instead. But, be aware, that invoice items for specific members will be generated only for periods that are later then the “start date” in groups enrollment.
After the invoices are generated you can preview them and change them manually. Here’s an example of invoice:
In this example the per week fee is calculated with over limit charge. When using weekly limits, be sure that your “start date” from groups or “from date” when generating invoices be always a Monday date! This is important to be able to correctly calculate the over weekly limits fees.
Also, when generating invoices for monthly periods, be aware that the “end date” is not 31st of the current month, but 1st of next month. So, if you want to generate monthly fees for November you will set: from date 1st Nov. 2012, to date 1st Dec. 2012. Or you can use any other dates like 15 Nov. – 15 Dec.
Subcription “per class”
One of type of subcription packegs is “per class”. You use this if you want your members to pay a fee only for classes they attend. If you track attendance with DojoExpert then you can use this. The system will look for attendance data for particular member and generate invoice amount for attended classes. If the student did not attended any class in previous time frame, he will not be billed. The number of classes attended will appear in invoice description.
Once invoices are generated you can add payments to close them – mark them as paid.
You have two options:
1) you can link invoices with finance revenues so that every change in payment made in subscriptions are automaticly reflected in Finance, or
2) you can manage them separately and have more control over which payments are reflected in finance and which not.
The option 1) is the default way. If you would like to use option 2), go to “settings” and uncheck the “link subscription with finance” checkbox.
Anyway, use “add a payment” box to close invoices and register payments in finances (check the “register this as revenue”). When you select the member, the second dropdown list will populate with unclosed invoices of that member. You must select the invoice, and then the “amount” field will populate with due amount of that invoice (or the rest).
Monthly standing orders (direct debit)
Many schools arrange monthyl standing orders for subscription payments. Since the student’s accounts are directly debited on a selected day of month for a particular amount, to reduce the work and keep track of who ows you money (who has canceled the standing order) you can use DojoExpert to generate invoices only for thouse students who canceled the recurring payments. In this way you can use e-mail or attendance tracking application to warn them. Contact us for more instructions on how to set this up.
This process may look complex, but the power lies in various subscription types that you can have. In the previous version of DojoExpert we supported only monthly fees, but now we can cover any models that you may have.
If you have any further questions or need help to set the system up, please contact us!