Suggestions

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  1. Past Due Reminder

    Hi -

    I have been using Studio Helper since 2015, and thank you so much for the great service.

    I wanted to suggest one idea. I think it would be very helpful if we have a system template for Past Due Invoices.

    With the current system, we can only re-send the invoice, which does not emphasize the invoice is past due. So we need to send a separate email to notify clients that this is past due. If you can add a feature to re-send an invoice with different system template from Invoice template, it would be very helpful.

    Thank…

    1 vote
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      0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    • invoice list should show accounts with credit remaining

      On the invoice list it would be great if it somehow showed accounts that have a credit remaining. That would be helpful when sending out invoices so I can apply the credit before sending the invoice.

      10 votes
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        3 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
      • Put in Purchase Orders which can be turned into invoices.

        85% of my business requires net 30 from me and use purchase orders.
        Sometimes with Holidays and cancelations, the purchase orders are NOT the same as attendance. I would like to be able to create purchase orders that then align with attendance to insure correct billing. Purchase orders would then convert to invoices. Thank you for your consideration.
        AAM Academies,
        Pegie Brandt

        1 vote
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          0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
        • Add an "Archive" button to the actions available on the invoice page so that we can move old invoices out of the active file, but have them

          If we left all of our customers' paid invoice in the file, we would have thousands per year. Currently, the only way to remove them is to print to a pdf and save them on our own hard drive. Once deleted, payment records indicate the payment amount and date, but no invoice to reference. An "archive" file on SH would be accessible, but not cumbersome.

          4 votes
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            1 comment  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow Staff to filter family accounts report by instructor

            Please allow the staff members to filter the family account report by Instructor. As the admin I am able to do this and it makes collecting the tuition's much easier because I can give this specific report to each instructor as needed

            4 votes
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              0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
            • Sibling discount or Roadshow Promo discount

              I noticed there was a similar suggestion put up under review already. It would be helpful to add this in and automatically calculates the final figure. I only need it in the form of a %discount eg. 5% or 10%. Similarly, a late fee option inclusion ( % or nett) is helpful too.

              3 votes
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                0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
              • set new students as 'primary billing contact' by default

                It's currently possible to create and schedule a new student without identifying a primary billing contact, so that when invoicing is run from the calendar, if no billing contact was selected, no invoice is created for that student. If the 'primary billing contact' box was auto-checked (with the option to assign a different family member, if needed) this would eliminate that risk. Although this likely doesn't affect a studio whose clients are mostly children in families, this adjustment is necessary for any studio who works with a largely adult student population!

                2 votes
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                  2 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                • add a pay teacher "per student" rate.

                  Instead of a percentage of package or hourly or other just a flat per student per month or week or lesson. But at least month.

                  4 votes
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                    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                  • Enabling the option of sorting by balance column in the Family Accounts display

                    It is often possible to change the display of a list by sorting it according to the column most crucial for our needs at the moment. But when viewing Reports > Family Accounts, it seems the clients can only be listed by the Client column (alphabetically) but I am not able to click on the Balance column so that the Family Accounts are sorted according to the Balance column. This would be very useful.

                    1 vote
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                      under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                    • Option to choose default 'due by date' for manual invoices

                      When setting up invoicing have an option for due date to be calculated automatically '7 days from today' (or x days from today)

                      eg, today's date is 21/11/2014, so if my default due date were 'in 7 days' it would appear on the invoice as 28/11/2014

                      I believe this happens for recurring invoices, but it would be a huge time saver if it could be implemented on manual invoices too!

                      Thank you :)

                      7 votes
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                        under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add a 'Fees charged'/transactions list

                        As in MTH, I can charge a fee anytime to a student, and it shows up on their invoice and transaction history. This is a great feature because I don't have to try to remember until the invoices are created at the end of the month. I can charge it as soon as it happens, and the invoice system pulls the info and includes on the total.

                        It helps me not forget money that is owed! I use this mostly for music purchased for students.

                        I think this would be a great addition to the current "add line item" feature.

                        4 votes
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                          0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                        • Update "Updated Package Rates/Prices" automatically in Calendar

                          When you change a package/ rate (ie updating pricing for 2014) and there are events that have already been assigned a package with a price; the package field goes blank & the price remains at the old rate.

                          This is horrible when dealing with 300+ calendar events per week, having to go through and individually change each package to the new updated package (even though it was selected originally).
                          This greatly affects billing from the calendar (as we almost sent out 500 invoices at our old rate, even though we had updated the package!)

                          It would be nice to see…

                          10 votes
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                            planned  ·  2 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                          • We need a Book and Pay function for NEW & returning students to register, book & pay for their own lessons, for efficient connection

                            This instant registration, book and pay is an faster way to connect with and new students and further guarantee commitment. We have been using another system with this feature and it has boosted our revenue at least 10% in less that 3 months. Please consider this excellent option!

                            91 votes
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                              planned  ·  3 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add message to emailed invoices and statements

                              When emailing invoices or statements to clients, it would be terrific to have the option to add a personalized message into the body of the email prior to the message being sent. As it stands now, I constantly have to follow my invoice emails with regular emails from my email program explaining something about their invoice or statement, etc. But then my clients are getting 2 emails from me, which starts to feel spammy...

                              1 vote
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                                0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →

                                You already have a note field in the invoices. And you can customize the invoice email template. The system templates are in people>mass email>system templates and to the invoice template. This template goes out with each invoice. Here you can put studio wide messages about invoices. The notes section on the invoice itself is for personalized. I will put this under review for a notes section in statements.

                              • Payroll - Half Hour Rate

                                half a half hour rate under the payroll feature. Most Canadian music school run half hour classes and pay teacher per half hour.

                                7 votes
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                                  under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                • If there is a negative number in the Balance Due field, there should be an option to add that to credit

                                  If you remove a charge from a client's invoice after they pay, it will show a negative balance in the 'Balance Due' field. There should be a way to apply that remaining balance into their credit!
                                  With the current studiohelper set-up, if a student pays in advance for the month, and then cancels one of their lessons after paying, you must delete their and recreate their invoice, delete and recreate their payment, delete and recreate their credit. Please implement this modification, it would solve a huge problem for us!

                                  9 votes
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                                    3 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add a Total figure to the columns in the Invoice List

                                    When viewing the Invoice List (and utilising the helpful filtering), please add a Total Sum figure to the two columns; "Total" and "Bal. Due".

                                    I'm currently having to copy and paste the raw table (through multiple pages) into Excel, then cleaning up the copied data, all just to work out the total figure of the Balance Due.

                                    Adding a simple Total value(s) to the table can help visualise cash flow.

                                    1 vote
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                                      0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →

                                      I put this under review but the Total sum would need to be in the payments list not the invoice list. The invoice list is just a list of individual invoices and what is due for that invoice only. I can see a need for a balance due in the payments list that reflects payments against invoices. You can also use the statement to see a list of payments, credits and any outstanding(balances due) over several invoices.

                                    • Future-Dated Payments & Reminders

                                      We deal with many students who prefer to pay using a series of post-dated cheques.

                                      We'd like to set up automated e-mail reminders to let them know that we will be depositing their payment. Currently, the only way I've found this is to do the following:

                                      - Create / receive a payment with a future date
                                      - Create a calendar event for the payment (involves creating a separate location and separate calendar type)
                                      - Set up an automated e-mail reminder (which, unfortunately, goes to the student as well as the parent - no current workaround)
                                      - Make the event last…

                                      6 votes
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                                        under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add EFT Corp to the online payment systems.

                                        EFT Corp specializes in working with non-profits and churches, and our studio is an outreach program of a church that already uses EFT Corp.

                                        4 votes
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                                          under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Accept ACH payments and automatically bill for accrued charges on student accounts from the "auto billing from calendar" feature.

                                          It would be great if there was a way to accrue charges on student accounts for individual lessons from the calendar, choosing a start and end date (i.e. one month), and then automatically charge credit cards and withdrawal funds from checking accounts through ACH payments. This would be a convenience for both the studio and the students!

                                          3 votes
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                                            under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
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