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Options for Follow-up settings based on payment plan
Especially at enrollment time, it would be so much easier if you can also select the follow-up features based on the payment plan. For instance, all of our staff are on payroll deductions, so none of them are charged late fees. While we have one o...0
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Autopay needs to still receive itemized invoices
When a parent is signed up for autopay, they receive a reminder email saying to click and sign on their account for more information. Instead, they should receive an itemized invoice within that email so that they don't have to click around to fin...6 Under consideration
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Updates to Invoice Due Date and Late Fees
Good Afternoon I have had several requests over the last few years to review the way we create our monthly invoices. Thre are 2 aspects that have been requested for review. The two aspects are the due dates for past due amounts, and how we present...0 Under consideration
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Customer statement with detail
Provide detail of each item along with payments on a monthly invoice and also as a year-to-date activity statement. Currently all that is seen is a total amount without detail.0
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A feature that would allow the school to include past-due balances in the families' reoccurring auto-debit payments.
This would bring the past due balances to the current month.0
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Allow special characters for parents who need their names reflected correctly. ie. German parents have special characters
Special characters do not pass over into Tuition Management from Enrollment Management. Important German parents need their names to reflect correctly. Including report cards. Head of School wants consistency across all platforms.0
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Ability to delete the Initial School Fees, Monthly School Fees and Monthly School Discount
As a school administrator I would like the ability to remove the following fees and discounts that come prebuilt with the system but are not used and cannot be removed. Initial School Fees - Family Monthly School Fees - Family Monthly School Disco...0
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We should be able to force an invoice to be generated despite the balance due for a particular month.
The system currently will not generate an invoice if the balance for the month is zero or negative. There should be a feature created that can allow an invoice to be generated despite the balance due for the month. This would help in situations wh...1 Under consideration
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Change screen color to make non-present billing years obvious
From within Tuition Management, the upper-right menu allows the user to toggle among past, present, and future billing years. It would be very helpful if the background screen or banner could change to a very obvious color whenever the billing yea...0
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Parent-facing billing item notes/details at the student level
Option to display to a families at the student level additional details/notes when uploading/adding a billing fee line item onto a family's account. Visible only to the individual family for their student (s). Currently you are only able to add in...1 Planned