Assigned Credit is a feature that allows you to assign credit from a paying Client’s account to a particular Job, limiting the amount that can be spent on that Job. It is useful if your Clients are paying upfront to have Lessons with a particular Tutor, or for a particular Job.
To use Assigned Credit:
Navigate to System > Settings > People and Activity > Activity and enable ‘Use Assigned Credit’.
Navigate to Activity > Jobs > select the Job where you would like to assign credit.
Select the three dots icon next to the Student's name in the ‘Students’ panel, choose Edit, then select the ‘Assign Credit’ checkbox.
Enter the amount you wish to assign from the Client's credit to that Job before clicking Save.
Assigning credit to a Job.
Once this is done, the amount of that Client’s credit will be limited to whatever value is input into the ‘Assigned Credit’ field.
Note: The ‘Assign Credit’ checkbox only appears once ‘Use Assigned Credit’ has been enabled under System > Settings > People and Activity > Activity. Assigned Credit only limits the amount of credit that can be spent on a Job for a Client. That credit is not just limited to that Job, so it can be used against any raised Invoices.