In cases where a Client has credit that you would only like to be allocated for use with a particular Job, you can use our Assigned Credit feature:
Navigate to System > Settings > People and Activity > Activity and enable the ‘Use Assigned Credit’ checkbox.
Go to Activity > Jobs > select the Job where you wish to assign credit.
Within the Student’s panel found within the Job’s main page, you should see a purple pen & paper icon next to a Student’s listing on the Job - select this to open the Edit Student Charge Rate panel, from where you can assign credit via the checkbox before specifying how much credit to assign.
Assigning £500.00 credit.
Note: 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.
Assigned Credit and the negative balance check
Where a Student has Assigned Credit on a Job, TutorCruncher checks that assigned credit rather than the Client's overall Available Balance when deciding whether a Lesson can be completed. So if you also use Prevent negative balances (see here), a Tutor will be blocked when the assigned credit runs out on that Job, even if the Client has plenty of credit elsewhere on their account.