Overview
In private invoicing the total hours a student has purchased and used are shown in many areas as a total, but you may wish to see this information broken down by session type used/sold.
Article Sections
- Student Summary of Hours
- Table Column Contents
- Negative Hours
- View via Private Invoicing
- View via Student Record
- View via the Customer Record
Student Summary of Hours
1. It is possible to see the purchased hours by:
- Session type
- Date Range Session type ranges
Table Column Contents
SESSION TYPE: The name of the session type. If this is a Date Range Session Type it will also include additional information:
Date Range: Start Date to End Date/number of days per the invoice.
Date Range Max: Start Date to End Date/number of days/Max hours.
INVOICED: The number of hours invoiced to the customer of this session type.
QUICKADD: The number of hours added/given to the student without an invoice.
USED TIME: The number of hours of this session type that have been submitted, Reviewed or Approved.
INVOICED UNUSED: Hours of this session type that have been invoiced but not submitted, Reviewed or Approved.
SCHEDULED: The number of hours of this session type on booked/scheduled sessions.
UNSCHEDULED TIME: The number of hours of this session type invoiced but not booked/scheduled. A negative number here denotes sessions that have been scheduled but not invoiced.
SCHEDULED UNUSED: The number of hours of this session type booked on sessions but not Submitted, Reviewed or Approved.
PLANNED: Any session duration time where the student is on a session but the time in the student row is zero and the session is not submitted, reviewed or approved. For use with the 'no future time setting'.
Negative Hours
2. If you schedule first and invoice later the negative amount in the Unscheduled Time column is the amount of hours that need to be invoiced.
View via Private Invoicing
3. In private invoicing ensure you are on the the student tab and press the black triangle on the left by the student name.
View via Student Record
This information is also available in the student record.
4. In the student record go to the Attendance tab.
5. At the top of the page you will see the Summary of hours.
Date Range rows will show the date range and infinity symbols to indicate unlimited time within the date range.
Date Range Max rows will show the number of hours released by the Date Range Max invoice.
View via the Customer Record
6. In the customer record this item is visible for each of the students linked to the customer.