Add filter to contract lists for Deposit Paid / Pending Payment

We need to report on parents that haven't paid their enrollment deposit, and there's no built-in filter for this with the existing contract lists. Including columns for deposit paid / paid by etc is a workaround, but it the list includes everone, paid and unpaid, which isn't so user-friendly for our admissions staff.

You'd think the Deposit Due Y/N filter would do this, but "deposit due" doesn't mean what you'd think (pending payment), rather just whether the contract includes a deposit at all - so we get a list with all contracts except those without a deposit/deposit amount manually adjusted to $0.

This is an obvious thing to filter for - please add this!!

  • Daniel
  • Mar 30 2023
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