The client record as a workbench
Take payment, invoice, find what is missing: it all happens from the record.
In short
- Courses are read person by person, with the gap to the scale and the origin of each price — scale, offer, discount or set price.
- A single payment is allocated to the courses it settles; the Payment column tells nothing paid, deposit and settled apart.
- Missing waivers appear on the record, along with the way to obtain them.
One gesture for money
A payment no longer belongs to an isolated booking: it belongs to the client, and is allocated to what it settles. A deposit is entered as such, and stops being rounded to “paid” or “unpaid”.
The same flow takes payment for a course, a camp or a rental. When settlement happened offline, the button reads “Mark as paid” rather than suggesting a card transaction.
What the record shows without being asked
- The origin of a course's price, on hover
- Undated courses, still to be placed
- Missing waivers, and the link to request them
- Ongoing rentals, in their own tab
- The “invoice” button, greyed out with its reason when impossible
At a glance
- Payment
- one flow for courses, camps and rentals
- Payment states
- 3 — nothing paid, deposit, settled
- Invoicing
- from the record, PDF and Factur-X EN16931
Frequently asked
Can a course price be adjusted afterwards?
Yes: a discount or a set price, whichever fits. The gesture replaces the scale's calculation and stays visible on the record.
Can one payment cover several courses?
Yes. It is allocated to the courses it settles, in the order the money covers them, and the record shows the result.
See also
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