This article covers how to handle situations where a student would like an invoice with details about the school and their course purchase(s).
Whenever a user purchases a course from a seller using Teachable, we automatically send them a receipt, which looks like this:
This receipt comes from your school's email address and contains a receipt number, the name and ID of the purchased course, and the purchase date, as well as the names and email addresses of the purchaser and the vendor and the list price/total price.
You can always resend this receipt by locating the transaction within Admin > Transactions, clicking Details, and choosing Resend Receipt.
More Detailed Invoice Requests
From time to time, a student might email you requesting a more detailed invoice. They might ask for details including the full name and address of the school owner, the Tax ID number of the school owner, and a price breakdown including any taxes paid.
They might also ask for you to generate a receipt for them with their Tax ID number on it (this is usually done by students purchasing courses for business purposes).
While we issue the initial purchase receipt for the ease and convenience of the school owners, we cannot provide more detailed further invoices for customers, as we are not the venue that students are purchasing the course from. We act as a gateway for independent businesses to host their courses, but do not sell the courses ourselves.
Therefore, as a school owner, if you receive a request for a detailed invoice, it is entirely up to you to fulfill the request. For single payments, it is probably easiest to simply use a pre-made PDF invoice template, which you can customize and send on request.
If a user requires a recurring invoice for tax or reimbursement purposes, you can easily create a recurring invoice using Simple Invoices. You can also set up the invoice to be sent once a month for the life of their subscription.