Keeping lesson and payment records in sync

A completed lesson is not the same as a paid lesson

A completed lesson may still be unpaid. Equally, receiving a payment does not mean a future lesson has already happened. Keeping these states separate makes discussions with learners and end-of-period checks clearer.

Keep the learner and date attached to each lesson record. For payments, record who the payment is for, when it was received and the amount. If one payment covers several lessons, explain that scope in a short note rather than entering the full amount against every lesson.

Make partial payments visible

Consider a fictional example: two completed lessons for one learner total TRY 1,200, and TRY 500 has been received. The simple difference is TRY 700. These numbers illustrate reconciliation, not suggested lesson prices. If the remaining TRY 700 arrives later, record that new payment without entering the first TRY 500 again.

Check for balances carried forward from an earlier period. A difference calculated only from this week’s lessons may not match the full balance when older records exist.

• Lesson total: the relevant lesson records included in your comparison.
• Payments received: actual receipts that have not been reversed.
• Remaining amount: the difference checked for the same person and scope.

Correcting the wrong learner or amount

Find the original entry before adding an offsetting record that hides the mistake. Check its learner, date and amount, then use the relevant correction or deletion flow. Read which entry will be affected before confirming deletion.

Do not assume cancelling a lesson automatically corrects its payment record. A lesson’s status and money already received are different facts. Clarify any refund or transfer to a later lesson separately.

A short weekly check

Start with lessons whose outcomes are unresolved. Then compare the learner’s lessons and payments over the same date range. Correct a missing or duplicate entry through that record. At the end, you should be able to explain which lessons make up a remaining amount.

In Rehberlix, open records and payments and select the correct person. Use the payment-recording action for a new receipt. Even when arriving from an alert, check the selected learner and record before saving.

Understand what a tracking record represents

This guide covers everyday lesson and payment organisation. An in-app record does not replace a bank receipt or an official financial document. Include only necessary information in shared summaries and avoid exposing other learners’ names or payments.