Managing invoices and payouts
Track Instructor Earnings, Adjust Balances & Record Payouts
The Balance Owing section of the Payroll tab gives you full visibility into instructor earnings, pending payouts, and financial adjustments.
This article explains how to manage payments, adjust balances, add manual amounts, and handle deductions.
1. Understanding the Balance Owing Table
The table displays a chronological record of all financial entries related to the instructor:
| Column | Description |
|---|---|
| Date & Time | When the amount was logged |
| Session Category | Type of session |
| Duration | Number of hours |
| Amount | Amount earned |
| Payment | Amount paid out |
| Balance | Running outstanding amount |
| Notes | Additional remarks |
| Attachment | Uploaded files (if any) |
| Student | Associated student (if provided) |
| Source | Usually “System,” unless manually added |
| Status | Billable / Non-Billable |
You will also see the total balance at the top:
Balance Owing: X as of [selected date]
2. Filtering Ledger Entries
Click the Filter icon to filter by:
Status
Student
Click Reset to clear all filters.
3. Adding Amounts, Payments, or Deductions
Financial adjustments can be made using the + button in the Balance Owing section.
How to Add a New Entry
Click the + button next to Balance Owing.
Choose the type:
Add Amount (adds earnings)
Add Payment (records payout to the instructor)
Add Deduction (subtracts from the instructor’s balance)
Fill in the form:
Date
Amount
Student (optional)
Session Category (optional)
Notes (optional)
Attachment (optional)
Click Save.
The entry will immediately appear in the ledger.
4. Editing an Existing Entry
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Click the three-dot menu next to an entry.
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Select Edit.
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Adjust any field (amount, category, notes, etc.).
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Save the update.
