Due to the nature of the driving instructing industry where payments can be taken by both instructors
and driving schools (or a mixture of both),
Holding Amounts have been reserved for driving schools only.
Similarly, instructors use Cash, Prepaid and Top-up invoices.
This draws a definite distinction between invoices which makes Cash Flow easily understandable.
The Prepaid lessons are completely automated and maintained by ADI-diary.
It calculates all the funds for all the pupils and notifies you of remaining amounts.
First create an invoice
- Go to Payments Menu and click New Invoice
- Check the Pupil edit box and select a different pupil if necessary
- Select Prepaid
- Set Payment Method
- Scroll the hours up and down. (The amount will be recalculated according to the pupils's rate)
- Click Create
The Invoices page appears, which will display the newly created invoice with the current date.
You can change the date if necessary.
The lessons list will be empty.
Click Exit button and insert some lessons for the pupil.
Any lesson that is inserted on the invoice creation date or in the future is automatically inserted in the list,
notifying you of the remaining funds left in the pupil's account.
See also Backdate Invoice Option
When the amount is exhausted, ADI-diary closes the invoice and does not insert any more lessons into the list.
If an invoiced lesson is deleted, ADI-diary checks against all invoices of the pupil and opens the invoice again
to use up the funds.
The cash lessons are not checked against the invoices.
If you want to calculate charges then use
However, when Cash Flow
is generated, cash included only if corresponding invoice is not found.