-
Statement Notifications: Need for System Triggers and Merge Fields
We need to be able to customize statement notifications to reflect our billing cycle. All charges are due in the same month they are incurred. We issue statements at the end of the month so, technically, payments are due the same day the statement...2 Needs review
-
Add Past due balance notification exclusion to payment plans
In a payment plan, just like there is a setting to "Exclude from upcoming payment reminder notification " there should also be a setting to "Exclude from past due balance reminder notification".0 Needs review
-
Payment Receipt
There are times when a parent stops in with cash or a bank check and requests a receipt for payment. I can doctor one up through A/R or just do a paper receipt but it would be great to be able to generate a receipt on the fly in the payment record...0 Needs review
-
Send notifications to targeted groups/lists and generate notification reports
Currently, there are only three types of notifications (online payment made, past due balance, upcoming payment due) available. Is it possible to add a general type for billing purpose? Notifications are sent to all people with amounts due. Can we...1 Needs review
-
Add a Notification Trigger for the Begin Date of a New Statement Period
Currently we can only notify parents using the trigger of Upcoming Payment due, but we want to be able to notify parents of when a new Statement Period becomes active instead1 Future consideration
-
Contract Processed Notification and PDF
Since our contracts ultimately go to our Student Billing Department, it would be helpful if they received some type of notification that a contract has been processed so they can view the financial information to confirm it has imported correctly....0 Needs review
-
Add a merge field to show the account current balance in Upcoming Payment Due Notifications
In the upcoming payment due notification setup, the [amount_due] merge field only shows the amount due in the current month, not the account's current balance as of the send date. Can a merge field be added to show the current balance? This field'...