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Allow Auto-pay to roll over to future years once set up
Currently Auto-pay needs to be set up every new school year by parents. As long as payment method hasn't changed, the Auto-pay should be able to be used for all billing going forward. The whole advantage of Auto-pay is that we don't have to chase ...0 Needs review
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Sort Recent Activity on by most recent (on Current Bill tab)
It's great that the current bill is now displaying recent activity for the last 60 days, but could the sort order of transactions be displayed as newest to oldest (by default)? I know the user can sort the order by clicking the Date Header, but it...0 Planned
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Allow Grandparent of Student role access to the Billing tab
We have several grandparents who pay tuition and miscellaneous fees for students, so we would like them to be able to view statements, but the Billing Management tasks are not available to the Grandparent of Student role. We do not want to use "li... -
Allow Saved Payment Method to be used for Autopay
Right now payment methods saved by parents can only be used for manual one-time payments. This majorly limits their usefulness. It also confuses parents who think they already have a payment method set up, and ask us why we can't set up autopay fo... -
Multi-parent familes - both parents should be able to view and edit auto-pay
From the KB - Parents see message "Not eligible for auto-pay" when trying to configure Auto-pay: In a multi-parent household (two or more parents or guardians) the message indicates another parent has configured auto-pay for the student. Parent A ... -
Split Parents/Guardians - Allow for "Current Bill" to show only the percentage of payment that that parent is responsible for
Is there a way to change the way the "Billing" section of a parent's account displays their current bill or payment amount? It would be great if, for example, a parent who is responsible for 50% of the child's fees only gets billed for their 50% p...1 In Progress
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Separate out multiple children for parent view of BIlling, both currents bills and statements!
When parent views their Billing, the total due combines all their children's minimum dues, making it impossible to see which child has what due. Statements also totals the charges, making it impossible to use for wire transfers on separate transac...1 Future consideration
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Simplified parent portal, with more details.
Sounds contradictory, I know. I'm suggesting a "Transactions" view with all the details in one place, broken out as how parents (who are not accountants) would view items coming due. This would include all transactions (similar to the staff view),...1 Needs review
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Make Saved Payment Methods Available When Enrolling in Auto-Pay
Saved payment methods are only available when making single payments - this severely limits their usefulness. Please make these available for Auto-Pay as well! -
Add credit card rate charge options
Currently Billing Management only allows for a flat fee or flat % when setting up Credit card convenience fees but the rates charged by Blackbaud Merchant Services are not a flat rate or % and Amex rate is different than Visa or MC. This causes us...0 Needs review