Banking information on contracts

Currently when parents sign their contract, they are required to enter banking information in two places, first when selecting the payment plan, and then when making deposit. A number of parents have asked why isn't the data transferable to the deposit section. Payment date added on the payment plan should be able to be populated on the deposit side automatically.

 

Additionally, it would be great if when submitting deposit payment a notification or confirmation page of successful transaction.

  • Shastri Mahabir
  • Feb 25 2020
Blackbaud Enrollment Management / Contracts
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  • Stephanie Allen commented
    June 29, 2020 16:49

    FYI, I think on the rare occasion that families want to do their deposit from one bank account but have their monthly payments come from a different one, it is helpful. I think it would be better if there was a button that asked "Do you want to use the same bank account as your payment plan?"

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