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Adding both payer names to the Auto Debit Reminder Emails
Good Afternoon, I know we added both payer names to the invoices, however, we need to update the prior to debit reminders to include both payers as well.0 Planned
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Invoice Settings overriding the fee/discount settings
Gerri Smith from 11642 St. Clares School has advised that her invoices are student based which is causing the override for her FAMILY based fee. Families are seeing the $300 General Placement Fee (enrollment fee) as $150 per student even if they a...1 Under consideration
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Move Auto Debit Invoice: from JAKE and Add to LUCA and Enhance Feature.
The client Amanda Deerr Smart School ID# 13396 Fountain Valley School is interested in using the feature to send paper invoices along with ACH notices. They would prefer the invoice to say "Please do not remit payment as you are on Automatic Payme... -
Invoice Report per account
There should be a report showing all fees charged to a student's account. If a family has a credit on their account, and they'd like to know what the credit has been applied against, you should be able to run a report for monthly billing to a spec...0
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Updated Auto Debit Information Rolling Over to new accounts.
When a parent creates an account for example for 2017-2018 school session and they are originally on "mail in" if they update banking information it doesn't roll over into 2018-2019. This creates many issues, for example an old checking account no...0 Unlikely to implement
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Option to force send a reminder / invoice even if one was not originally generated on the usual scheduled date.
Option to send an reminder / invoice even if one was not originally generated on the scheduled date. If a family has a zero balance at the time an reminder / invoice is scheduled to send and doesn't due to the zero balance, we need the ability to ...0
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Need to apply student-based fees to multiple siblings from the Apply Fees & Discounts menu
I can't add a fee or discount to an account from the Apply Fees & Discounts menu if it has already been billed to a sibling. It is important to be able to apply student-based fees to any and all students on the account.1
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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... -
Invoices have option to include both parents' names
I have many parents listed as a secondary parent that would like their name to appear on the invoices and payment receipts. Most of these are split families, with both parents making payments toward the one account and would like their name on the...0 Planned
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Parents who are past due should receive a notice to let them know they need to make a manual payment
Parents who receive invoices see they have a past due payment but it should be noted that they need to make a manual payment since auto debit does not pull the past due balance0