On the “Unit Payment Logs” page, the account balances appear to be calculating correctly. However, I happened to notice that a scout (my son) has an incomplete online payment of $25. When I create a custom report and include the payment balance on that report, it includes that uncomplete online payment as if I had paid it. I don’t intent to pay it as I have plenty of credit with the pack and initiated that online payment by accident awhile ago.
Issue 1: Is there a way to delete incomplete online payments.
Issue 2: The custom reports should at the very least not include incomplete payments in the calculation. This report is the only way to generate a printable list of account balances as far as I can tell (other than sending balance messages).
See ref: PD-20260822135139-748742-358917
@cbuehnerkemper - first thing is I would not use the custom report account balance. There is a payment log report in the reports section that is for the whole unit. For individual scouts there is a payment log report on their page
I would use that
On the open payment are you talking about something like this
@cbuehnerkemper Issue #1 - No there is not that I have heard of.
@Stephen_Hornak Yes, that’s the situation. I saw that notice but since it hasn’t actually been processed, it doesn’t affect the balance, except for that bug.
I didn’t see that payment log report at first for some reason. I’ll use that instead.
Thanks @Stephen_Hornak and @DonovanMcNeil
All that said @developers, these are two bugs that should probably be fixed 
@cbuehnerkemper - well since the payment was never executed the system notes the amount is still due. That is how it works. In the example i posted the amount dues is still 71 because the payment was initiated but never finalized. It is still an outstanding amount.
What we found, or how we phrase the problem, is that the payment log reports and exports incorrectly consider a transaction with a status of “initiated” as if it were “completed”. The on-screen Unit figures consider initiated and completed correctly. For a transaction to attain a status of initiated all that needs to occur is for a user to click on the transaction. They can the immediately click away without attempting to make a payment. People intuitively click on the transaction to see if there is any further detail to be displayed. We were providing an Excel export to our Charter Organization as backup to the monthly entries they make in their accounting software. Explaining this shook their confidence a bit.
That makes sense. However the Payment Log report still reflects as if that payment had been successful (same as the Custom Report). When I look at my son’s balance on his profile, it shows $0. When I look at it on the “Unit Payment Log” page, it shows $0. When I look at it on the Payment Log Summary Report and any Custom Report that includes the payment balance, it shows $25, which is the amount of the initiated but incomplete online payment.
His balance is in fact $0 because we’ve paid it all. However, in some places it’s showing $25. This particular situation isn’t a big deal. I’d be concerned for situations in which the family has a balance, initiates a payment but doesn’t finish it, but when printing reports it appears that they are fully paid.
Exactly what I’m seeing.
The less I have separate systems the better. I’ve enjoyed being able to track everything directly in Scoutbook but this is a complication, albeit relatively minor.
@cbuehnerkemper - that I why I said to use the payment log report not the custom
Our Chartering Organization, Unit Treasurers, Committees, and parents are happy operating with the understanding, if you will terms and conditions, that they can scroll through the list of transactions to see what comprises the running balance total. If everything looks in order including past payments, they choose the most recent charge transaction and overpay the charge amount by entering the running balance total. You could say our Unit’s terms for use of Scoutbook is that in the absence of remittance instructions, payments are applied to the oldest charge or debit transactions first. Neither parents nor Treasurers want to make the effort to manually apply payments to individual charges. Furthermore, a parent who was trying to catch up on is multiple scouts’ monthly dues was afraid that making numerous credit cards transactions for the same dollar amount in a short period of time for trigger his credit card company to lock down his card on the suspicion of fraud. With the current situation the amount of a charge cannot be over or under paid. It cannot be changed period. If a family disputes a portion of the charge, they cannot short pay it and make a comment to the Treasurer as to why they short paid. More importantly, if a family cannot pay the full amount due to financial circumstances, they cannot make a partial payment. Units have volunteer Treasurers not a full-time paid staff of accounts payable personnel.
@cbuehnerkemper - here is the full view of the payment example i posted
The balance is correct as the payment was started but never completed and there are no further entries. I only use the payment log for the annual membership renewal and summer camp payments. Our full accounting is in waveapps
You may have to raise the specific issues and details via your council professional staff (not the DE, more likely the Scout Exec or whomever handles MemberCare tickets with national for your council). It’s not clear how much influence the SUAC volunteers here have on the folks at national who dictated the way that this would be implemented/tied-in with stripe. The council professionals are actively motivated to maintain registration numbers, and could be seen to have a direct stake in the issue, if phrased correct to them.
That makes sense. However the payment log report under Reports also includes the initiated but incomplete payments. For packs that don’t use separate accounting systems, printing a report to have a reference of account balances that accurately reflects the balances is important.
I understand the workarounds and caveats. Thanks for sharing how your pack handles balances.
This is me reporting the bug in hopes that it will be fixed to work correctly. I will be advising our treasurer to be cognizant of the possible discrepancy between actual balances and the available reports.
@cbuehnerkemper - are the balance amounts correct. You should note on the log report that an initiated payment is a zero amount posted against a negative value.
