{"id":6347,"date":"2018-06-21T12:44:35","date_gmt":"2018-06-21T12:44:35","guid":{"rendered":"http:\/\/www.schoolmate.eu\/?post_type=tutorial&#038;p=6347"},"modified":"2025-11-21T13:48:06","modified_gmt":"2025-11-21T13:48:06","slug":"teacher-payments","status":"publish","type":"tutorial","link":"https:\/\/www.schoolmate.eu\/es\/tutorial\/teacher-payments\/","title":{"rendered":"Teacher Payments"},"content":{"rendered":"<h1 data-start=\"175\" data-end=\"224\"><span style=\"font-size: 12pt;\"><strong data-start=\"177\" data-end=\"224\">Teacher Payments &amp; Settlements \u2013 Overview<\/strong><\/span><\/h1>\n<p data-start=\"245\" data-end=\"478\">The <em data-start=\"249\" data-end=\"262\">Settlements<\/em> card allows you to calculate how much a teacher is owed for a selected time period. From there, you can create either a <strong data-start=\"383\" data-end=\"391\">Bill<\/strong> (linked to an employment contract) or register an <strong data-start=\"442\" data-end=\"453\">Invoice<\/strong> (issued by the teacher).<\/p>\n<h2><span style=\"font-size: 12pt;\">Settlements Card:<\/span><\/h2>\n<p>First you need to decide which teacher and for what period of time you want to calculate their payment due.<\/p>\n<ol>\n<li>Go open \u00abSchool Admin\u00bb menu.<\/li>\n<li>Click \u00abTeachers\u00bb.<\/li>\n<li>The teachers menu will expand and then click \u00abPayments\u00bb.<\/li>\n<li>Select a teacher.<\/li>\n<li>Select the \u00abSettlements\u00bb card.<\/li>\n<li>Click \u00abSettle\u00bb.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1319.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6348 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1319.png\" alt=\"teacher payments\" width=\"1343\" height=\"358\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1319.png 1343w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1319-768x205.png 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1319-1280x341.png 1280w\" sizes=\"(max-width: 1343px) 100vw, 1343px\" \/><\/a><\/p>\n<p>After you click \u00abSettle\u00bb enter:<\/p>\n<ul>\n<li>The dates range for the settlement.<\/li>\n<li>The settlement type.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1335888888.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6356 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1335888888.png\" alt=\"Settlement Type\" width=\"888\" height=\"509\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1335888888.png 888w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-20_1335888888-768x440.png 768w\" sizes=\"(max-width: 888px) 100vw, 888px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">What is the difference between \u00abSave &amp; Close\u00bb and \u00abNext\u00bb?<\/span><\/h2>\n<p>If you choose \u00abSave &amp; Close\u00bb, the system will just calculate the amount to be settled. Later by clicking on the relevant icon you can finish creating a Bill or registering an Invoice.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/06\/2019-12-27_1004.png\"><img decoding=\"async\" class=\"aligncenter wp-image-8098 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/06\/2019-12-27_1004.png\" alt=\"Bills and invoices\" width=\"681\" height=\"227\" \/><\/a><\/p>\n<p>If you click \u00abNext\u00bb, the system will show the settlement as either a Bill or Invoice in SchoolMate.<\/p>\n<p>[vc_column_text css=\u00bb.vc_custom_1530005777385{border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;background-color: rgba(166,234,227,0.46) !important;*background-color: rgb(166,234,227) !important;border-left-color: #7eddd4 !important;border-left-style: solid !important;border-right-color: #7eddd4 !important;border-right-style: solid !important;border-top-color: #7eddd4 !important;border-top-style: solid !important;border-bottom-color: #7eddd4 !important;border-bottom-style: solid !important;border-radius: 2px !important;}\u00bb]<\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 13pt;\"><strong>What is the difference between a bill and an invoice?<\/strong><\/span><\/p>\n<p>A Bill can be connected to an employment contract that the teacher may have with the school. In addition, deductions for tax, health and social security can be deducted from the payment.<br \/>\nWith an invoice you are receiving an invoice from the teacher. The amount of the invoice should agree with the settlement figure. You then enter the teacher\u2019s invoice details into the system. [\/vc_column_text]<\/p>\n<h2><span style=\"font-size: 12pt;\">Contracts Card:<\/span><\/h2>\n<p>On this card you can add contracts for work that will be used in the teacher&#8217;s settlement. These agreements can be for long term employment, task related or anything else you wish to create.<\/p>\n<p>[vc_message]<span style=\"color: #333333;\">These contracts are created and held<\/span> <span style=\"text-decoration: underline; color: #0000ff;\"><a style=\"color: #0000ff; text-decoration: underline;\" href=\"https:\/\/www.schoolmate.eu\/tutorial\/documents-2\/\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/span>[\/vc_message]<\/p>\n<p>To add a contract go to the Contracts card and click \u00abAdd\u00bb:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1202.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6362 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1202.png\" alt=\"add contract\" width=\"612\" height=\"167\" \/><\/a><\/p>\n<p>Now select the agreement that applies from the drop-down:<\/p>\n<ol>\n<li>Enter the relevant dates.<\/li>\n<li>Select the agreement that applies.<\/li>\n<li>Click \u00abSave &amp; Close\u00bb.<\/li>\n<\/ol>\n<h2><span style=\"font-size: 12pt;\"><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1156.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6361 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1156.png\" alt=\"selecting teacher contract\" width=\"636\" height=\"503\" \/><\/a><\/span><\/h2>\n<h2><span style=\"font-size: 12pt;\">Bills:<\/span><\/h2>\n<p>Bills are created that show the amount earned by a teacher and any deductions (if required) that apply to these earnings.<\/p>\n<p>To add a bill go to the Bills card and click \u00abAdd\u00bb:<\/p>\n<h2><span style=\"font-size: 12pt;\"><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1234.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6363 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1234.png\" alt=\"bills\" width=\"617\" height=\"172\" \/><\/a><\/span><\/h2>\n<p>And the card below will appear.<\/p>\n<ol>\n<li>The information here comes from the <span style=\"text-decoration: underline; color: #0000ff;\"><a style=\"color: #0000ff; text-decoration: underline;\" href=\"https:\/\/www.schoolmate.eu\/en\/tutorial\/how-to-create-a-teacher\/#settlement\" target=\"_blank\" rel=\"noopener\">Settlements Card<\/a><\/span> of the teacher and is used in the billing document.<\/li>\n<li>If you need to make deductions for tax, health and social payments, enter the rates here.<\/li>\n<li>Give the bill a number.<\/li>\n<li>Select the template to use for the payment.<\/li>\n<li>Enter the relevant dates.<\/li>\n<li>You can choose a previously used agreement or let the system use the one selected in 7.<\/li>\n<li>Select the agreement to use.<\/li>\n<li>Enter the gross amount. If there are any rates entered in 2, then the amount to pay will be recalculated.<\/li>\n<li>Select payment method and give the document a title.<\/li>\n<li>Click \u00abSave &amp; Close\u00bb.<\/li>\n<\/ol>\n<h2><span style=\"font-size: 12pt;\"><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1240999.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6367 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1240999.png\" alt=\"Creating a bill\" width=\"648\" height=\"803\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1240999.png 648w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1240999-581x720.png 581w\" sizes=\"(max-width: 648px) 100vw, 648px\" \/><\/a><\/span><\/h2>\n<p>After you have created the bill, it will appear on the card:<\/p>\n<h2><span style=\"font-size: 12pt;\"><img decoding=\"async\" class=\"aligncenter wp-image-6369 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1351.png\" alt=\"bill appears on card\" width=\"591\" height=\"205\" \/><\/span><\/h2>\n<h2><span style=\"font-size: 12pt;\">Invoices:<\/span><\/h2>\n<p>If we choose this option, then we enter the details of the invoice which the teacher has handed to the school for payment.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-23_1501.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6358 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-23_1501.png\" alt=\"Registering an Invoice\" width=\"649\" height=\"707\" \/><\/a><\/p>\n<p>After you click \u00abSave &amp; Close\u00bb the invoice details will be listed on the Invoice Card:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-23_1519.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6359 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-23_1519.png\" alt=\"invoice details\" width=\"544\" height=\"217\" \/><\/a><\/p>\n<p>You can also register invoices for teachers for other items than those on the Settlement card by clicking \u00abAdd.\u00bb<\/p>\n<h2><span style=\"font-size: 12pt;\">Additional Orders:<\/span><\/h2>\n<p>This card allows to add other items to the teacher&#8217;s pay such as travel time. To add an item go to the Additional Orders card and click \u00abAdd\u00bb:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1435.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6370 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1435.png\" alt=\"additional orders\" width=\"555\" height=\"184\" \/><\/a><\/p>\n<p>Fill in the card that appears:<\/p>\n<ol>\n<li>Give the item a name.<\/li>\n<li>Give a date. Settlements for that date will then include the item.<\/li>\n<li>Enter the amount.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1438.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6371 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1438.png\" alt=\"add additional orders\" width=\"638\" height=\"499\" \/><\/a><\/p>\n<p>Settlements that cover that date will then include the Additional Order:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1446.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6372 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1446.png\" alt=\"additional order settlement\" width=\"884\" height=\"533\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1446.png 884w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1446-768x463.png 768w\" sizes=\"(max-width: 884px) 100vw, 884px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Rates:<\/span><\/h2>\n<p>This shows the teacher&#8217;s pay rates. Rates can be added or deleted here or via the <span style=\"text-decoration: underline;\"><span style=\"color: #0000ff;\"><a style=\"color: #0000ff; text-decoration: underline;\" href=\"https:\/\/www.schoolmate.eu\/tutorial\/profile\/\" target=\"_blank\" rel=\"noopener\">teacher&#8217;s profile card<\/a><\/span><\/span>:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1450.png\"><img decoding=\"async\" class=\"aligncenter wp-image-6373 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/12\/2018-12-24_1450.png\" alt=\"teacher rates\" width=\"545\" height=\"229\" \/><\/a><\/p>\n<p>[vc_message]<span style=\"color: #333333;\">To learn how to create a Teachers&#8217; Payroll Report, click<\/span> <span style=\"text-decoration: underline;\"><span style=\"color: #0000ff; text-decoration: underline;\"><a style=\"color: #0000ff; text-decoration: underline;\" href=\"https:\/\/www.schoolmate.eu\/tutorial\/how-can-i-create-teachers-payrolls\/\" target=\"_blank\" rel=\"noopener\">here<\/a><\/span><\/span>.[\/vc_message]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":""},"class_list":["post-6347","tutorial","type-tutorial","status-publish","hentry","tutorialcategories-teachers"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/tutorial\/6347","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/media?parent=6347"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}