More flexibility with incidental/miscellaneous billing detail / or the ability to add parent facing notes to billing detail

We need more flexibility for charging incidental/miscellaneous items that are used multiple times.

We have numerous Billing fees for students that need to be applied more than once in a school year (i.e. co-curricular travel/supplies), but the ability to do that is limited mostly because there isn't the option to add family specific 'notes' to the Billing fee when adding the Billing fee for the first time and then adding additional dollar amounts to the already existing item on the student's record. (i.e. date of travel/type of supply). The notes detail block is only visible on the Admin side when a Billing Detail is altered.

We have also tried using Shopping Cart fees because those at least provide a notation of how many times (# of charges) that item was selected, but it still doesn't give the option for additonal information/notes (such as dates of the travel/type of supply). AND we have even looked into how we could use Buy Now/Give Now or Extended Care as alternatives, but found that neither of those would work to solve this problem.

We have had to resort to either making a new Billing fee every time we need to add an item to a student record that has already been used (which is 2 steps since we sync with FE so need to add FE/GL accounts in another area of the system)....AND/OR spend an enormous amount of time speaking with parents when they call for clarification on a charge that changes each time it is added to but without any additonal information other than the name of the fee.

  • Stacey Sandvoss
  • May 2 2022
  • Under consideration
  • Attach files
  • Kimberly Losch commented
    14 Dec, 2023 09:10pm

    YES YES YES I already type the details in the description section, that should be included on the invoices.

  • Guest commented
    9 Mar, 2023 05:57pm

    I agree - please fix so we can apply one fee item to the same family within the same school year. The work-around option of adding a new, additional billing fee is not effective.

  • Guest commented
    18 Jul, 2022 05:59pm

    I agree 100%. Please fix it so we can edit the description when we need to.

  • DAMARYS MARTINEZ commented
    10 May, 2022 08:55pm

    I completely agree. The way the system works right now is very inconvenient to the extent that either way is unnecessarily time-consuming. Parents need to see more details when they get charged a fee. This way we avoid the volume of calls from parents asking about what they have being charged for.