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!
Good news. We are planning this one out.
Also, these credits don't show up in the "Credits" list.
I honestly can't believe this issue isn't sorted. It seems such a crucial thing!
Jason Avon commented
note: You would only have to delete and recreate the 'credit' field if the client already has some available credit with your company. Which happens anytime a student calls in on more than one occasion to cancel within the month.
Our music school and most others in this area charge in advance of the lessons, either a monthly package or a semester package prior to the lessons. Our school charges monthly in advance, and we do not charge the students for a cancelled lesson as long as they notify us in a timely manner. Studiohelper does not accommodate for this. We have over 150 students, and this situation occurs on almost a daily basis.
There's a workaround, but it destroys your 'families who owe' and 'outstanding invoices' categories. By not applying the payments to any invoice until the end of the month, after the lessons have been taken. But then we end up with our entire student body listed in the "Outstanding Invoices" & "Families Who Owe" categories and it becomes difficult to tell who is behind on payments (who we need to collect payments from).