Viewing Your Franchise Details

Note: Your school may not have enabled Franchising or you may not be enrolled on a Franchise plan. If so you will not see this item on your dashboard.

To view your franchise information, you can select the ‘Franchise’ item from your dashboard:

Franchise - Desktop

Franchise - Desktop

Franchise - Mobile

Franchise - Mobile

This will take you to the Summary view.

Summary

This view provides a brief summary of your current franchise situation.

This includes details of your franchise package, your current billing period dates and some basic statistics for fees incurred during the current period.

The layout of the summary view is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Franchise Summary - Desktop

Franchise Summary - Desktop

Franchise Summary - Mobile

Franchise Summary - Mobile

  1. Franchise Plan - Your current franchise plan. Either a per hour or per lesson fee with an optional weekly fixed component. Contact your school for more information.
  2. Pupil Referral Rate - Your current pupil referral rate. Charged when your school refers pupils to you. Contact your school for more information.
  3. Billing Period - Your current billing period, click/tap to change - see Changing Your Billing Period for more details.
  4. View Invoice History - See your current and past franchise invoices - see Viewing Your Franchise Invoices for more details.
  5. Basic Statistics - Basic statistics for fees incurred during the current period - see Statistics for more detailed statistics.

Changing Your Billing Period

Click/tap the 'Billing Period' box in the 'Summary' tab to change your billing period:

Change Billing Period - Desktop

Change Billing Period - Desktop

Initially the popup will show your current billing period preferences.

You can choose between monthly & weekly billing with the 'How Often' drop down:

Monthly

Choosing this option will result in you being billed on the same day each month.

Using the 'On Which Day' number box you can choose a day from the 1st to the 31st of the month. If you choose the 29th, 30th or 31st of the month then billing will occur on the last day of the month during short months.

Weekly

Choosing this option will result in you being billed on the same day each week.

Using the 'On Which Day' drop down you can choose a day of the week from Sunday to Saturday.

Saving

Some changes may result in the period being shortened or extended to ensure that it ends on the chosen day.

Viewing Your Franchise Invoices

Click/tap the 'View My Invoice History' link in the 'Summary' tab to view your franchise invoices.

The list shows the following information:

  • Date - The date the invoice was/will be billed. This is the same as the end date for the associated billing period.
  • Status - 'Open': the invoice for the current billing period (un-billed); Pending: an historic invoice which is unpaid; Paid: an historic invoice which is paid.
  • Sub Total - The invoice total for all items before any VAT or sales tax.
  • VAT/Sales Tax - A summary of all tax amounts for the invoice.
  • Total - The invoice total for all items plus any VAT or sales tax.

Note: to pay an invoice please contact your school for arrangements. Only a school administrator has the ability to record payments against an invoice.

The layout of the invoice list is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Desktop

Invoice List - Desktop

Invoice List - Desktop

Click a row to expand it and see details of all items on that invoice.

Click the actions link on the right and choose from the following (the 'Open' invoice has no actions):

  • Printable View - Shows a print-friendly view of your invoice suitable for producing paper copies. See Getting a Printable Invoice for details.

Mobile

Invoice List - Mobile

Invoice List - Mobile

Tap a row and choose from the following:

  • View Detail - Shows a read-only summary of the invoice including items and totals.
  • Printable View - Shows a print-friendly view of your invoice suitable for producing paper copies. See Getting a Printable Invoice for details. Not available for the 'Open' invoice.

Getting a Printable Invoice

On the desktop invoice list click actions and select the 'Printable View' option.

On the mobile invoice list tap a row and select the 'Printable View' option. Not available for the 'Open' invoice.

An example print-friendly invoice is shown below:

Invoice Printable View

Invoice Printable View

Your school administrator can change school contact details, footer information and the logo shown on the invoice. If you think anything is incorrect please contact your school administrator.

This invoice is suitable for printing directly from your browser to A4 size paper. You can also 'print' directly to PDF using a third-party printer driver such as CutePDF and some newer versions of Windows even have the ability to print to PDF built in.

Statistics

You can view some simple statistics to give insight into your franchise fees over a period of time.

The statistics available include:

  • Franchise Fees - Fixed fee, lesson fee & pupil referral fee amounts broken down by period. This bottom period scale on the graph is automatically chosen based on the date range selected.
  • Lessons - Total number of lessons charged under your franchise broken down by period. This bottom period scale on the graph is automatically chosen based on the date range selected.
  • Pupil Referrals - Total number of pupil referrals charged under your franchise broken down by period. This bottom period scale on the graph is automatically chosen based on the date range selected.

The layout of the statistics is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Franchise Statistics - Desktop

Franchise Statistics - Desktop

Franchise Statistics - Mobile

Franchise Statistics - Mobile

You can change the date range for which statistics are shown by tapping the filter button. This will show a popup which includes date filters. The "Preset Periods" button shows a popup allowing selection of common date ranges, such as "Last Month" and "This Week".

Reports

Coming Soon - reports to help you fill in tax returns and download your franchise fee data.