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Add Post Status to In School Payments
Is there a way to select the Post Status to an In School Payment when the payment is being applied? Currently, the school has to add the payment to the student, then go back in to mark it as DO NOT POST. It would be helpful if this could be done a... -
Fee Application for Enrollment Deposits on Student billing page
Currently, credit card and direct debit fees are not applied when taking an enrollment deposit processed through the student billing page. Enrollment deposits processed through the contract properly include fees; however, when the deposit is colle... -
Expand Billing Notification Merge Fields for Upcoming Payments
Add merge field options to upcoming payment notifications that allow inclusion of itemized charges (e.g., tuition, fees, incidentals), similar to the functionality available for incidental upcoming payment notifications. Currently, billing notific... -
Add functionality for families to click on transactions and view breakdown individual charges/payments
Situation: Family is reviewing the transaction history on the Current bill section of their billing profile. They can see that a payment was submitted and want to take a look at what individual charges were paid via that transaction. Additionally,... -
Indicate when an auto-pay installment has been queued for processing in billing account
Situation: 3 days prior to auto-pay installment date, parent manually submits a payment via their Billing page for the amount due. However, their auto-pay installment has already been calculated and queued up for processing of the same outstanding... -
Combine auto-pay installments for multiple children with same plan owner
When a parent/plan owner has multiple children with auto-pay agreements, each child's installment is treated as a separate transaction, meaning that each transaction is charged a separate processing fee. If the agreements all have the same plan ow... -
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... -
All statement recipients should receive notifications for auto-pay plans
Currently, only the parent/responsible signer who sets up an auto-pay plan receives notifications for that plan (plan activation, upcoming payments, etc). I believe the proper functionality (and what is indicated within the notification settings) ... -
Add the ability to dynamically charge processing fees based on Merchant Services rates
It would be really helpful if we had the ability to automatically apply the same rate that we are charged by Merchant Services to payments submitted by families based on their chosen payment method. Instead of needing to establish fees based on fo... -
Add Siblings to the Student Heading Page
Our school gives sibling discounts. It would be SO helpful to see the sibling names and grades on the heading page for each student in Billing Management where it gives the parents names as contacts - rather than to have to go to the contract card...
