Automatically assign account credit to new charge on account

What specific challenge or problem does this idea solve?

Currently, when an account is in credit but the credit has not yet been allocated, the system can display an outstanding balance. This creates confusion for families and results in unnecessary support enquiries.

Allowing credits to automatically offset outstanding charges would significantly improve user clarity, reduce administrative follow-up, and enhance overall confidence in the accuracy of account statements.

How should this work?

Check a box to allow the system to assign credits automatically

Who will benefit (Admins, Staff, Students)?

Admins, Staff, Parents

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

Reduce parent confusion

Minimise unnecessary support emails

Improve perceived financial transparency

Streamline administrative workflow