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Have payment plans apply credits to charges to split the net amount owing over individual payments
We recently rolled out the payment plan feature and will use this to determine how much families need to pay when they set up auto-pay to automatically pay their monthly portion of fees in accordance with their payment plan. I was flabbergasted to...0 Needs review
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Delete/change in bulk payments plans
It will be helpful to be able to list the payment plans and select them from the list to delete or mage changes in bulk.0 Needs review
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Add notes on students statements
No description provided0 Needs review
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Allow monthly payments to follow the payor %
Payments in full are calculated by the split % entered in statement recipients, but monthly payments display as 100% for each recipient. Why cannot monthly payments be split as well? When the payment allocations are not 50/50, the parents have no ...0 In Progress
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Allow adding credits to payment plans. Spread enrollment deposit evenly
Currently, the payment plans only include charges. We would like to be able to add credits (e.g. sibling discount). Also, the deposit paid at enrollment is applied to the 1st payment of the plan instead of being evenly distributed to each installm... -
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.1 Needs review
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Apply payments following payer responsibilities.
Payments made by parents are applied to the oldest charge, in full, instead of being broken up as per the payment plan.0 Needs review
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Integrated contracts with Billing Mgmt. - allow us to setup Contract with all opted into TRP so they can opt out
We lost lots of $ last year as there is no way to opt in all families into TRP and have them opt out if they want to. When we did not use Billing Management but used SMART and the integrated contract we were able to opt all families into TRP.0 Needs review