Invoice Autopilot Add-On

Simplify and automate invoicing by setting up recurring invoice schedules.

About the Invoice Autopilot Add-On

This add-on allows you to create as many invoice schedules as needed to match your invoicing preferences. Set the status of the invoices generated to "Saved" to allow you to review them before they are sent to clients, or automatically send them after they’ve been generated.

  • Easily set up invoicing schedules to match client payment preferences.
  • Quickly access a list of dates on which the invoices will be generated.
  • Add all clients to a schedule by the simple click of a button, or choose selected clients.
  • Effortlessly edit schedules to include new clients or update settings.
Invoice autopilot screenshot - list of schedulesInvoice autopilot screenshot - setting up

Benefits

With this add-on enabled, you can streamline customer billing, save time and work more efficiently. Quickly and easily create multiple invoice schedules to match your invoicing preferences.

More Free Teachworks Integrations & Add-Ons...

QuickBooks Online

An easy way to keep your accounting records up-to-date. Sync customers, invoices, payments and more with the click of a button!

Stripe Payments

Allow your customers to pay by credit card right from their invoice. Payments are automatically recorded and invoices are marked as paid.

Results Tracking

Record student results such as test scores, grades and more. Display results in chart and list format.

MailChimp

Create beautiful emails, track open and delivery rates using MailChimp. Sync your customers and employee lists with the click of a button!

SMS Lesson Reminders

Automatically send lesson reminders by SMS. Customize notification templates to include a personal touch.

Custom Invoice Emails

Send invoices by email and allow your clients to save, print and pay online. Modify invoice email templates to match different invoice scenarios.

Calendar Lock

Lock the calendar prior to a specified date to prevent calendar events from being changed. Set a fixed or trailing lock date.

Repertoire Tracker

Music schools & teachers can keep easily track of pieces students are learning and performing.