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Invoice Descriptions/Transaction Dates
In our current billing system, we are able to have specific transaction dates, and specific item descriptions that differ from one another. This is highly desirable for the parents, as they know exactly what is being billed for their student. Exam...1 Under consideration
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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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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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Enable invoice download for families on Auto-Debit
Families on auto-debit should be able to download their invoices from the parent site. Schools should also be able to see those invoices and be able to resend them if they need to without the invoices for auto-debit setting turned on.0
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Two monthly reminders - Detailed Invoice & AutoDebit reminder
There should be a detailed invoice sent to all families with a balance due regardless if they mail in a payment, pay by CC or Debit card, or have an expired CC/DC on file. Then a follow up debit reminder with amount listed closer to due date. Exam...2
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Statement needs to be redone - Should have itemized items in first page
The three page format has the actual details (that should also include our notes!) on the third page, it should be first, total due page second, and BB notifications in the third position. Parents rarely look beyond the first page of anything so s...0
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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...0 Under consideration
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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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We would like the ability to run statements for families by both student and family
Parents need to be able to have statements for each child separately for tax purposes. There should be an option to run the statement by student and by family. -
Customizable Invoice wording
Currently on our quarterly payment plan, the smart system sends reminder invoices that give a future due date instead of wording that says the item is past due and needs to be paid.1 Under consideration