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.
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Karen McCue
- May 19 2022
- Shipped
Related ideas
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.
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.