Have trial students drop off of trial report once they are inactivated
We have a lot of trial students who receive 2 free classes. Once they do not register, for whatever reason, we inactivate them. They do not "fall off" the trial report? They remain and makes for a constant "clean up" battle off the report.
I'd like to have a report that shows me sorted by the class, how much tuition was received for that class for each month? I do not want it to include the registration fee; only the tuition received. We often times (with Tippi Toes), have to pay da...
Run Individual Payment Plan Reports That Are On Auto Pay
There needs to be a way to run reports for individual Payment Plans. Example, when we go to pull our first recital payment on Oct. 15, I want to be able to run a report later that day specifically to see who's payments did not go through.
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
There should be an option to run a report on auto pays that were not successful so that we know who we need to reach out to. There are many reasons a card doesn't run and I've used other programs where this is a simple "click of the button." Other...
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
Need to ensure I have most up-to-date statement in student paper file -- especially when I make adjustments to file I like to see my before & after statements
Adding instructor name and location in "Trial Students by Date" report
It would be easier to see which instructor and location has the most trials in day. From there, we would be able to plan which staff would be in certain locations. Hence, would appreciate it if the report could be in this format: Student Name, Cla...
A report where you can obtain a copy and paste list of the recital cast. For the back of the t-shirt, we do not need birth date, age, classes, or a numbered list. We just need an easy way to get a list of names.
Show customers enrolled in AutoPay on the Accounts Receivable report
When you print a report for Accounts Receivable, indicate the customers who are enrolled in AutoPay and payment plans. This way those customers dont get letters and e-mails saying they need to make a payment and I dont need to double check. Would ...
When pulling a Charge report it doesn't account for deleted charges or dropped charges in the system. So when comparing to payments it is inaccurate. This is not an idea but is a flaw in the system.
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