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Manage invoices, contracts, staff payroll, expenses, and financial reports

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  • What invoice options are available?
    Ayotree offers flexible invoice options based on how you operate your school. Enrollment Type: How do you want to charge them? Tuition: One fixed fee. Hours: hourly rate Lessons: cost per lesson There are 3 types of payment plans One Time Payment Billing Cycle Pay As You Go One time payment Creates an invoice for the entire cost of the course. Billing cycle Creates a payment plan Pay as You Go Creates a subscription planSome readers
  • How to connect my payment gateway system to ayotree
    Connecting a payment gateway will give students another option make payments to your school through Ayotree. If you do not have a payment gateway, see below for a list of payment gateways that are available to connect. Paypal Alipay VNPay Stripe EWay CMI Alepay 2Checkout Authorize.net Once you sign up for a payment gateway, you can set it up in Ayotree by entering the required fields in the payment settings. After you save, the payment gateway will appear on the checkout section. AyotreeSome readers
  • How to set up payroll profiles
    Setting up the payroll profiles will help you keep track of your payroll. Ayotree will record the courses and hours completed and provide a summary of each payroll profile. It also allows the teacher to view their payroll information in the teacher portal. Go to Finance tab Payrolls and click on Profiles Click add new Select the users Update Information Save How to pay hourly rate/fixed rate by courses If you pay your teachers depending on the course, then you can " uFew readers
  • How to view billing or pending invoices and contracts
    After enrolling a student into a course, contracts and invoices are automatically generated and sent to students via email or in their billing tab. To view invoices and contracts: Step 1: Go to Finances Billing Pending Invoices. Step 2: Click on the Invoice number or Contract Title (Invoices and Contracts can be modified by attaching logos or school policies in Tools Templates Invoice/Contract). Step 3: Invoices and contracts can be viewed and printed by clickingFew readers
  • How to pay teachers according to the course
    Pay teachers different Hourly Rates/Fixed Rates according to the courses that they are teaching. STEP 1 After filling in the payroll profile information for a teacher then click on Save. STEP 2 The +Add Courses button will activate and then you will be able to add the courses. STEP 3 Then select whether it is by an Hourly Rate/Fixed Rates Hourly Rate: rate paid per hour of work. FiFew readers
  • How to add or deduct items on pending payroll and set it to paid status
    After a Pending Payroll has been generated then the Payroll Details can be viewed and edited by clicking on the View/Edit Payroll button. Payroll Details page: STEP 1: To add an Addition or Deduction title just click on the comment field and enter the details and then enter the amount of either the Addition or Deduction to the right. STEP 2: Add any notes about the payroll if needed. STEPFew readers
  • How to generate a pending payroll
    Generate a pending payroll to pay your staff at the end of the payroll period. STEP 1: Select a Start and End Date for your pay period. Start and end dates can be for any day of the current month or next month and do not have to be for a set payroll period. For example, a Start Date could be for June 19th and end date for July 15th or June 1st and end on June 14th. STEP 2: Either selectFew readers
  • How does Ayotree calculate payroll for teachers?
    By submitting their attendance after each lesson our payroll feature will calculate the total hours the teacher worked with the teacher's salary rate and any additions and subtractions to generate how much teachers should get paid per pay period. To keep an accurate payroll total, teachers must submit their attendances before generating a Pending Payroll.Few readers
  • How to create manual invoices
    Create invoices for other items or services that are not associated with course enrollment invoices. Example: Library services, equipment/materials for rent or sale, extra tutoring services ...etc STEP 1: Go to FinancesManual Invoices. Manual Invoice Templates (Tools Customize templates Invoicing Manual Invoice On this page, our system supplies a default template containing all the fields and information entered while creating invoice items and creating invoicFew readers
  • How to use Credit account?
    If you want to add Credit Balance for students, you can Go to Profiles Student find the student and edit profile Add Credit Balance Check the Credit Account invoice by going to Finances Credit Account Invoices Find the student's profile and add Credit Balance Credit Balance Add the amount, choose the expired date and set the Status to Paid if you want and save the change AdFew readers
  • Collecting Partial Payments
    To collect Partial Payments from students who want to pay parts of their Enrollment Fee/Invoice instead of the entire amount at one time. Example: A student has a course that runs for 1 year and the Enrollment Fee is $1200 USD. The student wants to pay 3 times during the year instead of the whole amount. Each Partial Payment will be collected until the last payment is made, in which case the Pending Invoice will automatically be moved to Paid Invoice. STEP 1: Go to PendingFew readers
  • How to integrate a new payment system through Ayotree custom service
    If you would like to integrate a new payment gateway system that is not part of the free Ayotree integration list Payment list, then you can work with Ayotree to integrate a new payment gateway system for a fee ($250 USD). Note: Ayotree will not be able to integrate all payment gateway systems. Check out the requirements below: Requirements: API Documentation (URL) Website (URL) Once you have the requirements, pleaseFew readers

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