- Ideas
- Transactions/Financials
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Ideas
+7
Waiting on Votes
Applying credit or payment to a specific charge
Some of members want their dues to be auto deducted from their card/check on file but want to pay cash or check for the lessons and clinics. And usually that cash or check is for paying in advance for a months worth of lessons. When we enter their payment into the system it credits their whole account including dues. It would be nice to select what that payment is being applied to.
Customer support service by UserEcho
I'm not sure if this is related but basically, if the payment can be directly tied to the fee. That is, keep the fees listed in chronological and when a payment is made, it is visually attached to that fee. The payment date should be recorded as well.
Would also like for credits to show on the statement the same as on a credit card statement so the member knows they have received the credit on their account. As well credits balance should be able to apply back to the G/L, currently at month end all credits have to be manually adjusted to the G/L they are given for. Extra work that should not need to be done in the first place.
Some players like their daily play to come off their cash balance for their personal cash management. We ran the renewals this week and it wiped out all of our players' cash balances. There was no option to preserve the cash balance, we would prefer this to be a global setting available.