Overview
There will be instances when pre-purchased hours for a sibling group need to be moved around as required by the parent/customer.
This is done by creating a new invoice with two line items one negative and one positive, Oases will update the student hours and the account total if necessary.
A negative invoice (an invoice with a negative lineitem only) may also be used to remove hours should you wish to zero out at the end of tutoring.
Article Sections
- Check the Existing Hours before Moving Time
- Create a New Invoice to move Hours
- View Updated Hours
- Payments
Check the Existing Hours before Moving Time
1. Check the Hours Left for the students in the student list by pressing the shuffle icon.
In the example below David has 1:30 in Hrs Left but he has finished tutoring and this time needs to be transferred to Davina.
Create a New Invoice to move Hours
2. Do not adjust the existing invoice to move the hours, there are several reasons for this:
- The first invoice will remain as a record
- It may be from a prior date and the accounting is complete for that period
- If you make a mistake adjusting the hours you can just delete the new invoice
- A payment may already be applied to the initial invoice
3. Create a new invoice and add a lineitem to subtract the hours as needed with a negative quantity.
4. In the example below two David has a quantity of -1.5
5. Create a new line item by adding a row, this is for the student who will get the additional hours. Davina has 1.5 to move the one hour 30 minutes.
6. Save Invoice.
View Updated Hours
7. Recheck the student list.
Payments
8. The payment will be affected only if the students pay different rates.