[GNC] One Job - Many Customers

[david whiting]

Hi Nora,

Do you need to be able to produce invoices to send to the students, or
is your main concern tracking how much each student owes and has paid?
If you don't need to produce invoices I think you could do this by
setting up each student as an asset account and have each course as an
income account. You would then have transactions from the course to
the student to charge them fees for the course. This then allows you
to see how much each student owes (their account balance) and how much
each course has/will generate. Then when they make payments you will
have transactions from your bank account (assuming they are paying
into your bank account) to the relevant student account.

You can create student accounts by importing a csv file of accounts,
then create the fees transactions again by importing a csv file of
transactions, and finally import your bank transactions. If they use a
consistent reference for the transaction the importer will learn which
account the transactions need to go to and the process can therefore
be quite quick.

David

On Thu, 2 Sept 2021 at 18:44, Derek Atkins <derek at ihtfp.com> wrote:
>
> Hi,
>
> I'm afraid a Job is really misnamed -- it's really a "Puchase Order" -- a
> way to link multiple Invoices.
>
> GnuCash's invoicing system really doesn't do what you are asking for.
>
> -derek
>
> On Thu, September 2, 2021 1:31 pm, Nora wrote:
> > Hi User Group,
> >
> >
> >
> > I've just joined and set up my chart of accounts and am ready to process
> > jobs and customers etc.
> >
> > Currently you can have one customer to many jobs, But I want one job to
> > many
> > customers.
> >
> >
> >
> > My question:
> >
> > I run many different classes/programs/courses, each with several
> > students/customers attending.
> >
> > How do I set up the one  "program"/job  and then invoice or associate all
> > the customers to that "program/job"?
> >
> >
> >
> > When I used quick books - I had one invoice to represent the program
> > associated to an income account, and just typed the names in a description
> > field of the payees/attendees. The individual payments reduced the
> > invoice,
> > and I used the memo field to list who made the payment.  I want to get
> > away
> > from this as each person is only listed in the memo field and I can't
> > easily
> > reconcile with the bank by name.
> >
> >
> >
> > Thanks so much for your help!
> >
> > Nora
> >
> >
> >
> >
> >
> >
> >
> >
> >
> > Nora Zylstra-Savage
> >
> >
> >
> >
> >
> > Capturing Stories & Connecting Generations
> >
> > Writing Coach, Workshops & Content Editing
> >
> > www.story-lines.ca
> >
> > 519-853-1187
> >
> >
> >
> >
> >
> > _______________________________________________
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>
>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
> _______________________________________________
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-- 
David Whiting