Allow parents to select unpaid items to pay for even when there is a credit on their account.

What specific challenge or problem does this idea solve?

We often times have parents who start the year with credits on their account due to budget billing. When the credit has a transaction code assigned to it, it will still manually apply to other fees with different transaction codes - leading the parents to believe that they don't owe anything. However the credit on their account is typically being held for something different.

How should this work?

I would like the parent portal to still list items that are not marked as paid in the system when they are choosing what to pay for. Example - parents have $200 credit with a transaction code of costume deposits; however, need to pay for a choreography fee. If the choreography fee is showing as unpaid and not assigned to the credit - i believe the system should still show it as an item to be paid.

Who will benefit (Admins, Staff, Students)?

I believe this will help EVERYONE. Often times, billing is spent more on rectifying unpayments or clarifying what they need to pay for. The system not utilizing credits for different things would be a far bigger update. The solution of being able to see what is not marked as paid on the parent side would eliminate parents thinking their accounts are paid in full or that their credit is gone.

How will this change impact your daily tasks or overall experience?

This would enable me to not have to follow up with the math but rather let the families know that they need to log in and pay the choreography fee (example) that is on their account. As mentioned, even if there is a credit - it wouldn't be showing as paid because those updating the system are accounting for the credits accordingly.