-
My suggestion is to simply have the terms/conditions be the last page of the invoice with the pertinent information on pages 1 and 2.
Our invoices currently have 3 pages. The Terms/Conditions are on the second page. The breakdown of the total is on the last page. Several parents have reached out asking for a breakdown of the total because they scroll to the second page, see the ...4 Implemented
-
List both primary and secondary parent names on invoices and Family Tuition Statements
This would be useful for many situations including split family but same account scenarios, as well as formal documentation for state scholarship reimbursements and for tax filing purposes.6 Implemented
-
Invoices should show both parent and student FULL names
We have many students who do not have the same last name as their parents, and/or parents who don't share a last name either. It would be helpful if the invoice could be printed with the parents and children's full names.1 Implemented
-
Bulk Billing
It would be great if we were able to billing group of students at one time if the prices are different. For example, you have to bill 50 students a lunch bill, at this time you will have to open each account individually and enter the payment one ...2 Implemented
-
Custom month invoices should not show future due date
With a custom 1 month plan ( Due May 1st) June-April custom months, if the amount due in May is not paid.. an invoice will generate for June 1st showing June 1st as the due date. This should say PAST DUE - Due immediately, as it gives the impressi...2 Implemented
-
Import fees to Smart
Be able to upload fees to smart from a spreadsheet.1 Implemented
-
Idea- I want to include a description when my Smart rep. is submitting fees/ discounts through a billing upload
The default message when billing uploads are completed shows "applied via billing api" on the family's audit trail. It would be very helpful and much less confusing if a custom description could be put in versus the standard message. This has been...