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Updates to Invoice Due Date and Late Fees
Good Afternoon I have had several requests over the last few years to review the way we create our monthly invoices. Thre are 2 aspects that have been requested for review. The two aspects are the due dates for past due amounts, and how we present...0 Under consideration
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We should be able to force an invoice to be generated despite the balance due for a particular month.
The system currently will not generate an invoice if the balance for the month is zero or negative. There should be a feature created that can allow an invoice to be generated despite the balance due for the month. This would help in situations wh...1 Under consideration
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Customer statement with detail
Provide detail of each item along with payments on a monthly invoice and also as a year-to-date activity statement. Currently all that is seen is a total amount without detail.0
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To allow parents to print an invoice for each student separately
Several parents need to submit an invoice to the ESA program for individual students.0
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Smart Tuition Invoices
Invoice layout should have school name and address not just the new logo option. Having the Blackbaud name and address is good for parents who send payments to Blackbaud but most of my parents are on auto debit. However, parents still need to uplo...1 Under consideration
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Email Receipt Confirmation
It would be so very useful for the system to track if a user has received and/or opened an email invoice reminder. So many of our parents claim they aren't receiving the notifications and there isn't a way for us to prove to them that one was sent...0
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Self-Service Import feature should recognize payment methods to allow billing to be posted to auto-pay accounts after the 20 day cut-off
The Self Service Import (SSI) feature should be able to recognize payment methods, which would allow users to bill families on auto-pay before the Prior to Debit Reminders are sent 10 days from the family's due date. Currently the cut-off is 20 da...0
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Family invoice - Details needed in first page of charge/credit
Many parents don't bother to read their invoices beyond the first page, having the details of the charge and any credit in this top page area would help communicate what things are and having our notes included would further give parents what they...0
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Custom message on invoice pay stub
We have custom invoice messages that show up in the Important Information at the top of the invoice. It would be nice to also have the option of a custom message on the pay stub of the invoice that would be mailed to either us or the school.0
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Include the third party payer's name on invoices
Third party payers often need their name on the invoices for tax purposes. Is it possible to have their name show up on invoices?0