Ability to exclude Alumni with zero balance from appearing on statements

We would like the ability to either exclude Alumni siblings with a zero balance from appearing on statements. Or the Ability to remove all statement recipients from an Alumni record.

  • Karen McCue
  • May 19 2022
  • Shipped
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  • Jing Jin commented
    15 Nov, 2022 09:47pm

    Can you clarify what's shipped? I recently checked. The statements for alumni/past students with zero balances are still included. Do we need to go into each alumni/past student account to manually remove statement recipients? This is not efficient and time consuming, hence not a good solution.

  • Jing Jin commented
    31 Aug, 2022 09:44pm

    There's no need to include past students/alumni accounts with zero balances in the statements. If a billing status setting (active, inactive, on hold) can be added to biller profiles, it may solve this issue.