Suggestions
Please submit your ideas here for how we can improve Studio Helper. You have 10 votes you can use to vote for the ideas you’d like us to do next.
34 results found
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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.
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4 votesGood News! We are planning this so you will be able to do this, in the coming months.
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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 votesThank you for your suggestion. We will review and see what we can do here.
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Allow Payroll to be Sent Directly to Paypal
Is there a way that i can connect the payroll amounts to paypal and automate payment for my teachers?
3 votesConor, thanks for this suggestion. At this time the payroll feature simply calculates what should be paid to the teachers so you can generate a report. We do not have this kind of integration built.
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COVID-19 : Reduce charges
Hello Cathy and all,
I hope everyone is healthy and well. As you could imagine with COVID-19 we had to cancel more than 200 students. However it does not mean that this students will not come back to us after this crises. So I was wondering how you will charge us for these many people who currently won't take lessons and are not paying us . My suggestion is like all other business that came up with a solution for this issue, your company should also come up with some solution and help us to work out or cash flow.3 votesWe do not charge for Former students. If you reduce the number of students who are not listed as Former, your price per month is reduced as well.
At this time the software does not have a way for you to create additional status designations. I can make a couple of suggestions, however.
1. You could add something to the name, like COVID or Hiatus or whatever would make sense to you, before changing the status to Former. When you are ready to reach out to them again, it is pretty simple to search on that to find them.
2. You can add a note in the Registration Notes of the student’s profile. Again, using a search term that you’ve standardized can make it pretty easy to search for them in the People List by using the Advanced search and searching in the notes.We have integrated Skype with our…
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Default PayPal payments to statement balance instead of amount of most recent invoice
Right now, when a client receives a statement and clicks the link to pay online with PayPal, their payment amount defaults to the amount of their last invoice instead of the statement balance. Clients intending to pay off their account end up only paying for part of their statement balance. Changing the default setting would make my job a lot easier here.
3 votesThank you for your suggestion. SH is designed to pay for the current invoice at the time a link is clicked. You can have them manually pay you the past due amount and you can then apply to the various invoices that the payment covers. A statement is just a statement to let you know what the charges and payments are during a certain date period.
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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 -
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 -
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 votesThis may be something we might consider for the upgrade. We would have to determine how to make the default for everyone involved. Number of votes for this will help in determining if this is something we can consider.
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Add timesheet for hourly employees
I think it would be very helpful if you all could add a small module that would let hourly staff record their hours each day, so that I can import that into the staff payroll. Basically, now I am taking an excel sheet to calculate their hours (based on their time in/out) and then importing the total to the staff payroll, so I can pass that report to the lady that does the books/checks. If I could cut the excel part out, I'd feel a lot more confident that I didn't miss something (or enter something incorrectly). Anyway, I know…
2 votesThanks for your suggestion! We will review and see if this is something feasible to do.
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Split an invoice to bill more than one person/party
The following scenarios require splitting an invoice and sending to two different persons/parties:
1) If a student's parents are divorced or separated, but share the cost of lessons
2) If a student or class is partially funded by a third party. For example: We teach a music class to one of the Children's programs, which pays half of the tuition. The other half is paid through an endowment fund. Both entities need to be invoiced each month.2 votes -
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 Brandt1 voteThank you for the suggestion. We will review and see what we can do.
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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 -
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 voteYou 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.
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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 voteI 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.
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