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.
Holding Amount is when a pupil has paid to a driving school and this amount will be allocated to the instructor who will give the lessons.
The invoice will be assigned to any lesson that is booked in the future and falls on or after the date of the Invoice without exceeding prepaid amount.
See also Backdate Invoice Option
Release the payments to instructor
- Go to Payment menu
- Click Invoices
- Find the invoice using filter (or you can open the correct invoice straight away from Booking page)
- In the released by driving school column, set the released amount
The date is set automatically.
The released amount is included in Cash Flow as follows:
- for instructors as income
- for driving scholl as expense