Need better options for creating a tuition/tax receipt

The current capabilities with the statements feature and the "Recent Payments" & "Pays for" column are not enough for producing a tuition/tax receipt.

Currently, the "pays for" column under "recent payments" does not capture enrollment deposits, so this needs to be exported manually (an enrollment deposit is still considered a payment). Exporting data from the recent payments list requires too much manual manipulation as not all payments are eligible for a receipt.

It would be helpful if the statements feature allowed for filters (including only payments for specific fees, etc). That way, we could choose exactly what we need to display on a receipt/statement without the manual manipulation of data.

  • Victoria Little
  • Feb 4 2022
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