Credits Used¶
File: credit_used_data.csv · Where: Admin Tasks → End-of-Year Reports → year →
Credits Used
Credit spent: every time a student's credit was applied to a fee or to a payment, plus any discounts given.
Pair it with Credits, which is the "money in" side.
What's in it¶
One row per application of credit.
| Column | What it holds |
|---|---|
id |
The entry's ID |
user_id |
The student it was applied for — look this up in Account Data |
student_account_name |
That student's name as it stood when the file was written |
description |
What the credit was applied to |
fee_assignment_id |
The fee it settled. Look this up in Fee Assignments |
invoice_id |
The payment it was applied to, where it was used at the point of payment. Look this up in Invoices |
amount |
The amount applied |
discount |
1 if this was a discount rather than credit drawn from the student's balance |
date |
When it was applied |
archive |
1 if the entry had been archived |
Reading it¶
Discounts don't reduce the credit balance. A row with discount = 1 lowers what the family
owes without drawing on credit they had earned. When you total a student's spending against
their Credits, leave discount rows out — myblueboard does the same when it works
out available credit.
Either fee_assignment_id or invoice_id is set, not usually both. Credit applied straight
to a fee names the fee assignment; credit used while recording a payment names the payment.
A fee with paid = 1 and no invoice_id in Fee Assignments was
settled by credit. The row proving it is here, pointing at that assignment's id.
A blank user_id with ? as the name belongs to a student removed in an earlier year's
close-out. Applied-credit records outlive the account so the fee they settled keeps its history,
but the name is no longer available. The final account statements for the
year that student left are where to look them up.