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Tuition and Statements

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Be Able to Post a Note in the Transaction Journal

What specific challenge or problem does this idea solve? Adding a note to the transaction journal on an account will allow admins to provide context for certain fees or payments. Or the notes can be informative for admin/teachers/staff only ...
Julie Knowles 1 day ago in Tuition and Statements 0

Auto-Pay Options: Beyond Tuition and Full Balance

Original Title: Other choices - not just tuition or entire balance Please add a way to auto-pay for a specific amount/charge. For example, if a competition team fee is due, I'd like to be able to auto-pay just that fee rather than only having the ...
DSP Admin over 4 years ago in AutoPay / Tuition and Statements 17

Allow FAMILY Credit Balance

What specific challenge or problem does this idea solve? Allow a family Credit Balance to apply to all dancers under that parent How should this work? Family account should be able to make a large payment and carry a credit balance that an...
Christy Carter 2 months ago in Tuition and Statements 2

Automatically emailed receipts

I would love it if there were an option when processing a payment to automatically email a receipt. Perhaps a checkbox on the payment processing screen so you can choose to send it or not. Having it be a 2 step process takes a long time (especiall...
DSP Admin over 4 years ago in Tuition and Statements 4

Hire a bookkeeper or accountant to consult- I'm literally begging you

The way you guys have set up your payments, deposits, transaction codes, etc, is absolutely wild. Please consult with a bookkeeper or accountant before your next update. You provide so much information in the reports, but almost all of them are co...
Kara Ehrenfeldt about 2 years ago in Tuition and Statements 10

tuttion by hour rate inprovments

What specific challenge or problem does this idea solve? the tution by hour rate settings needs to be updated to allow a way ti enter rates for spacality classes as we charge a difrent rate then a normal rates for theses classes and we need a se...
Michael Ward 9 days ago in Tuition and Statements 0

Send a bill not a statement

Can there please be an option to send a bill or invoice for tuition instead of a statement as it confuses parents particularly in the UK where this is common practice.
Guest 5 months ago in Tuition and Statements 1

"You Owe" in Red should ONLY be what is due now. Not total of balance for whole year

Parents should only see what is due in "You Owe" in Red on their portal. It causes stress and they do not understand why they have such a huge balance. We put in all of our competition charges on a monthly payment so parents can pay off ahead of t...
Lynda Collins about 1 year ago in Tuition and Statements 3

Other payment options than monthly...

For tuition we offer incentives for those who want to pay more upfront... Would love an option that offers a "pay in full" or "3-month payment plan". We offer % off if a client chooses one of those options. Being able to apply the payment to their...
DSP Admin over 4 years ago in Tuition and Statements 5

Posting tuition to accounts

I like the fact that you can post future tuition to accounts but I wish it wouldn't show up on the parents statements or transaction lists until the posted date. For example, I posted future October tuition and set the date for Sept. 30 but it is ...
DSP Admin over 4 years ago in Tuition and Statements 5