Software for martial arts schools

Invoices and payments

Implement taxes into invoices!

By on Sep 22, 2012 in Blog, Invoices and payments |

Now you can add taxes to your subscription invoices. You can have max 2 tax rates that can be added to your invoice total amount or can be included in price – the system will calculate the taxable amount and show it on your invoices. You can add your rates if you go to “subscriptions” and click “taxes” icon in upper right corner: In following screen you can define your tax names and rates: The taxes will be applied only on new invoices that you generate after you added the rates. Here’s how can this look on invoices: The tax report will give you a summary of your billed or collected taxes with all amounts you need. Here’s how this looks like (1 invoice in this...

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About subscriptions management and invoicing

By on May 30, 2011 in Blog, Invoices and payments |

With DojoExpert you can easily manage your subscriptions (memberships). We support various models which you can use depending on your school preferences: – monthly payments – weekly payments – annual payments – per class payments For every model above, you can specify duration, for example: you can have a 3 months fee package, 4 week fee packages, 2 years packages, packages for 5, 10, or any other number of classes. Once you create your packages, you can assign it to individual members and the system will keep track when to create the invoices. The system will generate invoices for selected package based on information you have specified in subscription model. To learn more about how this works, read this blog post: Invoicing tutorial   Print or send invoices over e-mail. If you have e-mails of your members saved in members database than you can use group e-mail service of DojoExpert. If not, you can print invoices and distribute it in any way to your members. Click on “print” or “email” icon under the invoices grid: If you click “print”, all invoices will load in one page, ready to print (each on separate page) with your school logo and title: If you select “send email” action then you will be redirected to e-mail page with preselected recipients. By inserting special code you can send invoice link to your students which they can click and open in their browsers: More about this feature here: Send invoices via Email   Enter payments data When someone pays you the invoice, you need to enter it into system. Go to “Finance” and enter it using “Add a payment” form: You can automate this if you use PayPal payment gateway – then, when someone pays the invoice it will automatically mark it inside DojoExpert.   Run reports To find out who ows you money for current month, or who has past dues, use the available reports: “Payments report” and “Subscription dues”.   Send reminders You can use “e-mail” service to send reminders about subscription payments. Reminders can be sent automatically with automated email feature. Each time you login into DojoExpert you will be able to see on Dashboard the status of subscription payments over past...

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