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Tuition and Statements

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Use phrase 'posted' when charges are posted, instead of 'charged'.

On appointments as well as other areas, when charges or tuition is posted to the account, please write POSTED. Right now it says the account has been charged, which makes staff think that the credit card was charged. Please write 'posted' for post...
Janelle Warren Konowal about 1 year ago in Tuition and Statements 0

Tuition Posting is more intuitive - Recognizing if tuition has been posted

If tuition is posted through the Registration Manager, and then we auto post tuition to accounts - it would be nice it the system recognizes that it would be a second tuition charge.
Kendra Seiter about 3 years ago in Tuition and Statements 1

Year in full option in parent portal

It would be great to have the parents have the option to pay year in full when they are registering. About 10% of my parents pay year in full before 8/1 and save 10% on tuition. Currently I go in and enter it manually, but I know it would be super...
Guest almost 3 years ago in Tuition and Statements 0

Allow Pro-Rate to Start on a Different Day of the Month

Currently the system only allows you to automatically pro-rate tuition at registration for the 1st of the month. It would be ideal to allow the admin to select the pro-rate start date. For example we run tuition the 15th of each month.
Sarah Balda over 3 years ago in Tuition and Statements 0

Positive balances to auto-apply to future fees

We charge fees per term and have a number of parents who will add payments to their accounts so that they're sitting with a positive balance before fees are applied. These "prepayments" should be automatically applied to the fees when they're adde...
Scott Medcalfe 10 months ago in Tuition and Statements 0

Specific Due Dates for Classes

The ability to edit the tuition due dates for each class. For example, we have summer camps running in July and August but the tuition for each camp is due at a different date. Therefore, every time someone registers and makes a deposit payment, w...
Linnea White over 1 year ago in Tuition and Statements 0

itemized receipt for tax purposes

I do a lot of itemized receipts for tax purposes. Right now, it's just the billing statement. Also, if you could have the itemized receipt on the parent portal so parents can help themselves/print the receipt themselves rather than require me to g...
Shirley Shen over 2 years ago in Tuition and Statements 0

Create a "Tuition Discount" Report

If we set up sibling and multi-class discounts, that means we are giving incentives to customers to use more services. Where is the report that shows what the totals are for the discounts given automatically during the tuition calculation process?...
Julie Knowles over 1 year ago in Tuition and Statements 0

Ability to send statements for specific transaction codes

It would be helpful to be able to send out statements for specific transaction codes, for example competition fees only.
Guest about 3 years ago in Tuition and Statements 0

List Classes Title w/ Tuition

It would be very useful if the payments listed what they cover. For example, a prent was asking about a payment that was in her portal for $195.00 and it only said "Online Registration" The only time a class name is listed is if I manually input i...
Jackie Bowden 5 months ago in Tuition and Statements 1 Already exists