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Edit a payment - paid by field
We added an in-School payment and assigned it to a third-party payer, but we should have assigned the payment to a portal record instead (tuition was paid by a grandparent for whom we've created a portal record with parental access). We wanted to ...0 Needs review
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Better audit trails throughout the product
We are relatively new users of Billing Management and are finding audit trails quite lacking and inconsistent throughout the product areas. We would love to be able to see at least who and when (date and time) made the latest change for any or all...0 Needs review
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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... -
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 ...0 Needs review
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Allow distributions that are under 1%
For charges that require different allocations, such as tuitions and fees, it would be beneficial to have distributions that can be under 1%. This helps institutions save time reclassifying at a later date.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 ... -
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". -
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. -
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... -
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