Oases customer service bulletin 14.001

Oases customer service bulletin 14.001

1. Bulk Invoicing for Private Pay

It is now possible to create bulk invoices for customers in the private billing module who are purchasing identical items. Please see the tutorial in the  Knowledge Base in the Private Tutoring category or search for bulk invoicing in the Knowledge Base.

2. Matrix Billing for Private Pay Sessions

Oases now has the ability to bill private customers for their student’s sessions using a different billing rate for each tutor, student, session type combination, using the individual student billing matrix. The billing matrix needs to be switched on, so if you think you would like to use the billing matrix please submit a support ticket for this to be activated. Different pay rates for the tutor may also be added to the matrix. If no information for a particular combination is recorded in the student’s matrix oases will revert to the session rate recorded in Configure Session Types in the set up area and/or the assigned pay group. Please see the tutorial in the Knowledge Base in the private tutoring category called Matrix Billing.

3. Split Billing for Private Pay Sessions

Oases now has the ability to split the cost of a bill between two parties. Using the session matrix in the student record a percentage may be defined for the first parent/customer and a second parent/customer may be chosen for the remainder. Oases will automatically create both invoices splitting the bill per the percentages you have recorded in the student billing matrix. As above the student matrix needs to be switched on for your oases database. Please see the tutorial in the Knowledge Base in the private tutoring category called Matrix Billing for how to set program this feature.

4. Recurring Billing for Private Pay Customers

Oases now has the ability to set a memorized or recurring invoice in oases, which will either remind you to create an invoice for a parent at an interval/s defined by you or go ahead and create the invoice automatically at a time/s defined by you. Please see the tutorial in the Knowledge Base in the private tutoring category.

 


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