Run the business

Money

Invoices, payments, payouts and what’s coming up.

Run the businessInvoices, payments, payouts and what’s coming up.Money didn’t load.Check your connection, then try again.Try againThis month, this year and what you’re owedCollected this monthThis yearOwed to you1 invoice{n} invoicesNothing openMoneyInvoicesReceiptsPayoutsRecurringReportsSearch by name or numberWhich invoicesOwedPaidVoidAllUnknownVoidPast dueOpenPaidShow more ({n})Nothing hereNobody owes you anything right now.No invoices here.No receipts yet.No payouts yet.No recurring invoicesRecurring invoices made with a plan show here.A familyEvery monthEvery {n} monthsNext {date}OnOffLast run failedCloseInvoiceReceiptPayoutDocumentvoidThe lines didn’t load.No lines.Item{a} × {b}TotalPaid {amount}Owing {amount}The reports didn’t load.Refunds still owed couldn’t be read, so nothing is added up. Try again.This year · {year}BilledCollectedOwed to youPaid to Assistants1 invoice{n} invoices{n} paid{n} open1 payout{n} payoutsRevenue · last 12 monthsInvoicedAll timeRefunded1 refund{n} refundsRefunds still owed1 family{n} familiesTheir share, collected for themNet earnedNet earned leaves out what Assistants are paid: the business collects their share on their behalf, so it is never the business’s revenue.By yearTop families · {year}No invoices yet this year.Top families · all timeNo invoices on record.Assistants and payouts{amount} this yearlast {date}No payouts yetPayouts to Assistants show here.Owed to you{n} days overdue{n} days oldAll paidNobody owes you anything right now.Refunds issuedNo refundsRefunds (voided receipts) show here.ExportInvoices (CSV)Receipts (CSV)Payouts (CSV)Nothing to exportNewMoneyNewMakeCloseRecord a paymentA payment a family madeNew invoiceAn open invoice for a familyNew payoutA record of money sent to an AssistantStatementCancelSaving…Close and check the listThe connection dropped before the answer came back. It may have gone through — check the list before trying again.This changed meanwhile. It shows as it is now.Only the owner can do this.This was already voided.This invoice is void, so it can’t be paid.Write an amount above zero.Add at least one line.This family has no next plan waiting. A next plan is made when a plan change is approved.Write why.This was already sent with other details. Close this, look at the list, then start again.That didn’t work: {why}How it was paidHow it is paidE-transferCashChequeCredit cardBank transferOtherAmount received ($)Day it arrivedReference (optional)E-transfer number, cheque number…Note (optional)FamilyPick the familyWhat it was for{name}’s familyPaid by {payer}Write the amount received, like {eg}.Write the day it arrived as year-month-day.Write the dates as year-month-day.Pick the family.Pick the Assistant.The list didn’t load. Check your connection, then close this and open it again.Record a paymentPay link (card)EmailPDFReissueVoidOne moment…That didn’t work. Try again.Record a paymentOwing {owing} of {total}.Record the paymentRecording…Record this payment?This pays the invoice in full. A receipt is made, and if a plan is waiting on this payment it starts.A receipt is made; the rest stays owing.RecordPayment recorded — {n}Record a paymentPayment and more hours renews the plan with its hours. Payment only adds no hours.Payment and more hoursThe payment is recorded and the next plan starts in one step.Payment onlyFor money that came in without an invoice. No hours are added.For money that came in without an invoice. To pay an invoice, open the invoice instead.Payment receivedAn invoice and its receipt are made together, marked paid. No plan starts.Payment & next planWhen a family pays for their next plan: the payment is recorded and the plan starts in one step.PlanPriceNowNextOwed hoursLoading…Didn’t load — close and open again.No recurring invoice{cycle} plan · {hours}1-month{n}-month{total} · {hours} × {rate}Running since {date}Running since {date} → closes on the payment dayNo plan runningWaiting → first session {date}Waiting → first session on the payment day or afterNone waiting{hours} owed from the last plan come off this one, unless another choice was made for them.NoneThis family has no next plan waiting. A next plan is made when a plan change is approved (Requests).No recurring invoice is turned on for this family: the plan runs 1 month, and no next invoice date moves on. Turn one on under Recurring if they pay regularly.First session (the plan’s month counts from it)Bill toClose the running planIts unused hours go to the bank.Move the recurring invoice onIts next date becomes {date}.Its next date becomes one cycle later.Message the family“Payment received & new plan active.”OnOffRecord payment & start the planStarting…Write the first session day as year-month-day.The first session day can’t be before the day it arrived.Record the payment and start the next plan?The running plan closes now and its unused hours go to the bank.The next plan is current from {pay}. Its {months} count from the first session, {first}, to {end}. Its weekly sessions are booked.1 month{n} monthsA paid invoice and its receipt are made.The family gets a message that the payment landed.Start the planNext plan started — {n}The next plan has startedReceiptNew planBankNo changeReceipt PDFEmail itOwed hours from the last plan come off this one now, unless another choice was made for them.DoneNew invoiceLinesWhat it is forStandard 24-hour planPrice ($)QtyHoursTake this line outAdd a lineInvoice dateDueSubject (optional)Note to the family (optional)Issue the invoiceIssue · {total}Issuing…Each line needs what it is for and a price, like 720.Issue this invoice?{total} · due {date}It is saved as open. Nothing is emailed — send it from the invoice when you are ready.IssueInvoice issued — {n}New payoutAssistantPick the AssistantHours workedRate an hour ($)Deductions ($, optional)Pay datePeriod from (optional)Period to (optional)Issue the payoutEach line needs hours and an hourly rate, like 2 and 30.Write deductions as an amount, or leave it empty.Issue this payout?This records the payout. Send the money itself the usual way.Payout issued — {n}Pay link readyValid for about 24 hours. After that, make a new link.The link already made is still open, so it is used again.CopyCopiedCopy blocked — select the link and copy it.OpenNo pay link came back. Try again.This invoice is already paid.This invoice has nothing owing.EmailToCopy to (optional)WordingSubjectMessageThe email adds “Hello …”, the amount and the thank-you line itself, as on the website. The PDF is attached.SendMaking the PDF and sending…Check the email address.Write a subject.Send this email?To {to}Copy {cc}{n} attached as a PDFSendEmail sent to {to}New invoiceReminderReceipt — thank youPayout issuedNew invoice {n} from Private MentorshipPlease find your invoice attached as a PDF for your records. Payment via e-transfer to billing@private-mentorship.com (auto-deposit — no security question required).Please find your invoice attached as a PDF for your records. Pay online by card (Visa, Mastercard, Amex): {url} Or e-transfer to billing@private-mentorship.com (auto-deposit — no security question required).Friendly reminder — invoice {n}Just a friendly reminder that invoice {n} remains outstanding. If you’ve already sent payment, please disregard this note.Receipt {n} — payment receivedThis email confirms that we have received your payment. A detailed PDF copy is attached to this email for your records.Payout {n} — Private MentorshipYour payout statement is attached as a PDF for your records. Please retain it for your own bookkeeping — as an independent contractor you report this income on your T2125, and Private Mentorship does not issue a T4 or T4A.Reissue this invoice?A fresh copy dated today is made, and this one is voided with your reason. Why?ReissueReissued as {n}Void this {kind}?invoicereceiptpayoutThis records a refund: its amount goes back on the invoice as owing. If the family shouldn’t owe it, void the invoice too. The plan isn’t changed.It stays on record, marked void.This invoice is paid: voiding it doesn’t undo the payment — its receipt stays.It stays on record, marked void, and can no longer be paid.Nothing is deleted. Why?VoidVoidedReasonWhy, in a few wordsStatement of accountEvery invoice and payment on record for one family, as the website’s statement PDF. Void invoices are shown struck through and left out of the totals.Make the statementDrawing the PDF…The statement couldn’t be made. Try again.PDFTurn off this recurring invoice?Turn on this recurring invoice?No new invoice is made for it until you turn it back on.The next invoice is made on its date, as before.Turn offTurn onRecurring invoice turned offRecurring invoice turned onThat didn’t save. Try again.Recurring a monthEach running plan’s monthly amount: your 30% Platform Fee and the Assistant’s 70% (the extra-child fee is all the Assistant’s).{hours} × {rate} over {months}+ {fee} extra-child feeYours {amount}Assistant {amount}TotalPlan not on fileNo plans runningThe plans didn’t load.DemoDemo dataDocuments tied to demo families (the landing page’s interactive demo and test families), flagged by the database. Read only, for watching demo activity — never counted as real money.Demo invoices ({n})Demo receipts ({n})Demo payouts ({n})No demo documentsNothing has been recorded against a demo family yet.The demo documents didn’t load.What the extra payment is forThat’s {amount} more than the balance. What’s the extra for?TipExtra hours or sessionsOtherChoose what the extra payment is for.Extra {amount} received: {what}.{amount} more than the balance: {what}.Quick plan (pick one to fill the invoice, or build your own below)StandardExecutive{name} · {months}-month · {hours} hrs · {price}Custom{months}-month {name} plan — {hours} reserved hours (${rate}/hr){months}-month {name} plan — {hours} reserved hoursThank youPaid in advanceCarryover includedE-transfer instructionsClearThank you for your continued business with Private Mentorship.Paid in advance for the upcoming term.Carryover hours from previous contract included.Please remit payment by e-transfer to billing@private-mentorship.com.Shown on the invoice and its PDF — pick a chip above or write your ownHidden copy (BCC, optional)For your records: the family doesn’t see it.Hidden copy {bcc}1 hour{n} hoursGetting the file ready…Couldn’t open the fileWe couldn’t open this file right now. Try again in a moment.