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when Posting payment data, drop down should indicate what dates have already been posted
The posting payment data process is already cumbersome in that we have to select billing vs payments vs in-school payments but when you then see the drop down list of available dates it would be VERY HELPFUL if they had a check mark or changed col...1
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Roll over rate card option
It would be very helpful to have the option for the school to roll over the rate card setup to the next year with a click of a button or something similar. They currently have to re-create all rate card items each year.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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If a check mailed to the lockbox fails the family should be notified, but currently they are not
Currently families receive a $30 Failed Fee from Smart Tuition if their check fails, but they aren't emailed or notified in any way. Families are notified if their automatic payment fails so the process should be the same for checks sent (ie. Invo...1 Under consideration
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In your email to parents notifying them of the auto debit that will take place, please make it clear to the parents that past due balances will not be auto drafted on the 1st of the month and that the parents are required to make manual payments for past due balances.
Some parents are not aware of your practice not to auto draft past due balances, and they have assumed that all outstanding amounts (past and present) are auto debited on the 1st of the month. Hence they are not happy when they find out that they ...1 Planned
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Allow for change in login URL in BB communications to families to be school specific; for schools that have integrated BBTM and BBSM
Currently BB communications to families tell them to log in to parent.blackbaud.com to access their tuition acounts. Since our BBTM is integrated with our BBSM this is causing confuision and in some cases errors when families try to use the old lo...0 Under consideration
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International phone number listed as Primary phone number when there is no Domestic phone number
They would like to see the international phone # listed as the primary phone #. School has reached out to BB regarding this concern, and they have been told to put in a generic number. This is not acceptable for international families. New familie...0
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Add the ability to search for a family account using the secondary signer
Add the ability to search for a family account using the secondary signer1
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Notice of Failed Buy Now or Give Now Transaction
Currently there is no notification to a parent or the school if a Buy Now or Give Now transaction has failed. It would be very beneficial if an email went out to both the parents and school if there was a failed transaction. The current way of hav...1 Under consideration