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Increase the number of days between failed auto-pay retries
When a payment on an auto-pay plan fails for something like insufficient funds, it is automatically tried again daily for 3 more attempts. The window between initial failed payment and retry should be at least 3-5 days or at the very least, should... -
Misc. Fees based on number of students in a family
Currently there are two options when adding Misc. fees, base them on a Single amount or on a students grade. Can you add the option to base a fee on a number of students a family have? -
Instructions can be clearer when adding a payment source to the contract for Billing Mgmt.
Currently it says info saved, but no real way to know before proceeding. I reccomend the popup box state “Your account information has been saved, click Save to continue.” -
Direct amount entry for payment plan charges
Current Challenge: The existing workflow for editing payment plan charges requires users to input a percentage for each installment, after which the system calculates the corresponding dollar amount. While this may work in theory, it creates a fru... -
Stop Treating Financial Aid as a payment
The entire payment plan and financial aid situation is completely messed up in this system. Financial aid is not income. It is not a payment. It is a discount/credit. It is not money we ever see. So why is it being considered a payment? The Projec... -
Multiple Payment Plans for One Student
In many cases, the most obvious of which occurs with divorced parents, parents want to set up two different payment plans - with different terms and different payment methods - for one student. The ability to do this would be incredibly helpful. I... -
Get rid of "other amount" option on charged items
Parents shouldn't be able to split their payments on a one-payment item (e.g., agendas) and currently in billing mgmt it allows them to choose the payment amount. -
Failed/Missed Autopay payments should be distributed going forward according to payment plan
Instead of either making a manual payment to cover the missed one, or adding the amount to the next scheduled payment (so they're charged double), the amount should distribute across future charges according to their payment plan. This takes the w... -
Add notes on students statements
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Payment plans should not be despotic emperors.
The current setup of the payment plan seems to be intrinsically broken, because it was set up so the (single) payment plan controls all, when a payment plan should be subordinate to transaction records. Instead of having transactions (specifically...
