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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
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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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Enable families to choose account notices to be delivered via text or email
No description provided0
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Ability to carry over prior year balances to the new year.
Families should see what their prior year balances are when they receive the first invoice of the new year. I have to manually add credit balances from prior year so that they are applied towards the first billing of the new year.0
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Billing details shown on invoices (such as billed childcare, which parent will use for tax purposes).
No description provided0
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Allow families to view notes from imports so they know what they are being billed for. This is especially important for incidental fee imports
We use TMS to bill our incidentals. The import spreadsheet has a notes column to add details, but families aren't able to view this. Families need access to this information.1
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roll tuition over from year to year
Rather than having separate years that parents have to go back into if they want to see their information, have their account roll-over from year to year. If they have a past due balance from a previous year, currently they won't see it on their c...0
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To be able to email a current invoice to the family, regardless of the amount due.
The ability to send/email an invoice to the family with the current amount due (individually or in batches). Regardless of if the family owes, has a credit, or has a zero due balance.5
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Increase character limits of fees/discounts name display on invoices and show description when applicable
Currently, integrated contracts display the fee or discount name up to 50 characters on a contract, which pulls that information from BBTM. When BBTM sends invoices the fee/discount names are truncated to 30 characters. Also the description in the...0 Under consideration
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Parent-facing billing item notes/details at the student level
Option to display to a families at the student level additional details/notes when uploading/adding a billing fee line item onto a family's account. Visible only to the individual family for their student (s). Currently you are only able to add in...1 Planned