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.
22 results found
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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…
5 votesThank you for your suggestion. We will review this and see if its something we can do.
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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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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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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.
11 votesThank you for your suggestion. We will review and see if we can do this. It does sound like a good idea.
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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
5 votesThank you for your suggestion. We will look at this and see if we can get that implemented for you.
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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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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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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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Family discount
It would be great to have a family discount option. A lot of Music Schools have discount rates when two or more people from the same family are students. Or if a person attends two or more different lessons/courses. So when you invoice, it automatically gives a discount based on your discount settings.
24 votesThis will be a new feature soon. For now you can always create a package for “Family Discount” and use a negative amount. When you invoice, add a line item, choose package and the family discount package. It will then adjust your invoice.
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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 -
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.
5 votesFor now you can use the flat rate per month. Since it is a flat rate no matter if you use packages or students.
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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 -
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 -
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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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 -
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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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 from 12:00 AM to…
6 votes -
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 -
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 -
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
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