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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
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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...2 Implemented
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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.4 Implemented
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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.1 Implemented
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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
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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 balance3 Implemented
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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
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When viewing families/student in any screen allow option to show up to "500"
This is useful for adding fees to all student instead of clicking 100 at a time.0 Implemented
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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.2 Implemented
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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