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Due date change for specific month
Please add the ability to change the due date for a specific month vs. all payment plan months. There are sometimes a parent needs to delay a payment for a specific month from the due date (5th of month to the 15th). Currently, if the parent is on...1
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Allow Smart Admins to create payment plans
Payment plans are relatively straight forward, in that they need a name, months and tuition months, and to be internal or parent facing. As such clients should be able to create them instead of needing to reach out to support for new plans.0 Planned
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When a family has two active accounts, one for present year and one for next year, have a pop-up or some other OBVIOUS message to be sure they apply the payment to the correct year.
It is a real hassle to sort it out later! And, I had over 10 families who got payments in the incorrect year, even though I warned them to watch to select the correct year.1 Planned
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Tell parents if on permanent block because no account found
I had to agree to waive 2 late fees because a parent was not notified that they had essentially been switched to an invoice plan because there was an issue with their account number. Because it wasn't verified and no payment was attempted they rec...0
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If debit credit card is expired a notification should be sent to the card holder on file
I came across an account that had an expired Visa so the card was never charged. No notification was sent to the card holder for this error. If I didn't come across it we would have never known. From my understanding, a notification is sent out if...0
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Late Fee Settings Carry Over
It would be great if you would allow for late fee settings and late fee communications to be carried over from year to year rather than us having to remember to ask Support to turn them off EVERY new school year.0
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Send an updated updated invoice to families, if charges/credits are added to the student billing account after they have been invoiced for the current month.
Our school year ends 05/23/24. Charges to be added to May accounts are submitted by April 20th since families are given the option to pay on the 1st day of the following month. All charges incurred past April 20th are applied to June (for the 2023...0
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Ability to add a PAYMENT DATE for in school payments -
right now we can not reconcile our in school payments with TM becasue of date mismatch. Seems a very simple value add to include a date payment received rather than date posted!0
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Give a warning if the routing or account number are typed incorrectly or the account info is missing
Our families are complaining when their payment is rejected because the routing or account numbers are typed incorrectly. Is there a way to prompt them to double check their account information or match somehow with the payment info on file?2 Planned
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Allow Parents to Schedule Future Payments
For parents that pay by invoice (rather than by EFT), when they login to the parent portal to make a payment, they only have the option to make the payment for that day. There are no options to schedule the payment for a future day like they are a...0