The idea of having to convert a payment to a credit is clumsy and adds unnecessary steps.
I don't want to have to apply money paid at a lesson as a CREDIT and make up invoices that will never be sent, in order to apply the credit. This should not be necessary. I just want to be able to add the money and send a receipt to the parent. Please add this option under payments.
E. Powell
shared this idea
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Mountain Valley Studios
commented
I agree that the whole "credit" thing has problems. Another thing that has not been mentioned here is that when a student overpays on their invoice, the receipt that is emailed to them does not show the actual amount that they paid. It only shows the amount that is applied to that invoice. Every single time a student pays extra (usually with the intent of paying a couple of months at a time), we end up with a call or email from an upset parent letting us know that our records are "wrong".
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Josh
commented
I would add to this that the biggest issue I find is that when a payment is converted to a credit I lose the info attached to that payment (chk # even amount of original payment once its split, etc... this is really frustrating and makes the credit set up unusable in my opinion.
Potentially a better back-end way to handle this would be to track all payments while allowing them to be applied to invoices and have a "payment remaining" attached to a payment until its value has reached 0. The credit concept doesn't really make sense to me, I'd rather just be able to see all payments in an account much like the transaction log in musicteachershelper.com