Lesson 16: Invoicing Instruction

This lesson explains entering instruction time.

Follow the step-by-step instructions below to enter instruction time.  If you have not yet set up instructor billing, see the following article for assistance:

https://support.timesync.com/hc/en-us/articles/115005963986-Set-up-Instruction

1. Using the Schedule Master menu, select Billing Admin >> Instruction >> Enter Time.  See below for image of menu selection.

 2. Select the instructor for the instruction you wish to invoice.  If you are only authorized to enter the instruction for a single instructor, this field may already be set for you.  Next, enter the date range for the instruction you wish to enter and click the 'Refresh' button. 

This will list all schedules for the specified instructor in the specified date range.  See example below.  Instructor schedules with no entry will be shown in the first grid.  Completed entries will be shown in the second grid.  As you can see, completed entries can be modified.  However, since invoicing is immediate, any alterations to instruction will create credits and additional invoices, which will all be visible on the user's statement.

If you click on the 'No Instruction' link, the schedule will moved to the 'Completed Entries' grid, and the 'Transactions' column will list 'No instruction.'

3. To invoice instruction for a particular schedule, click the 'Invoice Instruction' link.  This will bring you to the screen pictured below, which lists all types of instruction defined for your organization with a place to enter the number hours.  Enter the number hours for each type instruction.  Be sure to leave this an 'Invoice'.  Then, click the 'Save' button.

Notice that the schedule is moved to the lower grid, and the new transactions are listed with it.

4.  If you cannot find the instructor schedule for the instruction time you need to enter and are sure it does not exist, click the 'Add Schedule' link located above the top grid.  This will take you to the screen pictured below.  After entering the fields for the schedule and clicking the 'Save' button, it will take you back to the list of instruction schedules, where you will see the new schedule in the list.  Refer to the previous step (#3) for instruction on entering the time.