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Allow schools to customize payment source within Billing Management
As an institution who provides multiple ways for students/families to pay, it can be difficult reconciling our records by payment source. Currently, the only payment sources that exist are in-school and phone. It would be beneficial for schools to...0 Needs review
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Allow Auto-pay to roll over to future years once set up
Currently Auto-pay needs to be set up every new school year by parents. As long as payment method hasn't changed, the Auto-pay should be able to be used for all billing going forward. The whole advantage of Auto-pay is that we don't have to chase ...0 Needs review
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Removing Statement Recipients - option to remove from ALL charges or only going forward
Currently, removing someone as a statement recipient doesn't remove them as a responsible payor for already-generated charges. This causes non-payor parents, added as responsible signers on enrollment contracts (BBBM-integrated), to still receive ... -
List of statement recipients not available
There seems to be no possibility to create a list of parents who are statement recipients, with the list to include parent and student fields such as user ids, names, and biographical and related billing data.0 Needs review
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Sort Recent Activity on by most recent (on Current Bill tab)
It's great that the current bill is now displaying recent activity for the last 60 days, but could the sort order of transactions be displayed as newest to oldest (by default)? I know the user can sort the order by clicking the Date Header, but it...0 Planned
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Add Past due balance notification exclusion to payment plans
In a payment plan, just like there is a setting to "Exclude from upcoming payment reminder notification " there should also be a setting to "Exclude from past due balance reminder notification". -
Payment Receipt
There are times when a parent stops in with cash or a bank check and requests a receipt for payment. I can doctor one up through A/R or just do a paper receipt but it would be great to be able to generate a receipt on the fly in the payment record...0 Needs review
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Allow Grandparent of Student role access to the Billing tab
We have several grandparents who pay tuition and miscellaneous fees for students, so we would like them to be able to view statements, but the Billing Management tasks are not available to the Grandparent of Student role. We do not want to use "li... -
Apply percentage of responsibility between divorced parents through payment plan
When a parent is responsible for 75% of a student's tuition and fees and pays their portion each month but the parent responsible for 25% pays in lumps sums at various points in the year. Rather than marking 75% of the payment plan as paid each mo...1 In Progress
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Statement Notifications: Need for System Triggers and Merge Fields
We need to be able to customize statement notifications to reflect our billing cycle. All charges are due in the same month they are incurred. We issue statements at the end of the month so, technically, payments are due the same day the statement...