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Tuition and Statements

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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 almost 3 years 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 over 3 years ago in Tuition and Statements 0

Automate customer statements with “Post tuition”

What specific challenge or problem does this idea solve? When you post tuition, the parents are not notified. Many would pay earlier with that reminder and know what to pay if they get an emailed statement when you click “post tuition” How should ...
Guest 6 months ago in Tuition and Statements 1

VAT option for studios in the UK

It would be great if when setting up Sales Tax I could select that I am in the UK so that the tax that is added on checkout says "VAT" instead of "Tax". We don't pay "Tax" in the UK, we pay "VAT" and are not used to this terminology. This would be...
Stuart over 1 year ago in Tuition and Statements 0

Post Tuition by Season

Select which seasons to apply the post tuition to so you don't have to edit dates to tweak it. We always have overlapping season dates and just want to be able to apply tuition for one season at a time. It's such a manual process to tweak dates an...
Kimberley Cousins almost 4 years ago in Tuition and Statements 1

Add a "CLEAR ALL" option on fixed tuition.

Hello, I am aware that you can clear fixed tuition by going to the fixed tuition page and manually setting them to 0, so please do not mark this as resolved again. What I am requesting, as the title implies, is a "clear all" option so that all fix...
Ally Samper about 1 year ago in Tuition and Statements 2 Already exists

Split Payment - Allow other payment types

Allow the second parent contact to select alternative payment methods as well and not just a card. The ACH payment method allows for lower convenience fees for our families and should be available to each parent when the family is choosing to spli...
Melissa Horton over 1 year ago in Tuition and Statements 0

Request for Transaction Order Adjustment in Parent Portal

We have received feedback from parents regarding the display order of transactions in the Parent Portal. Currently, the oldest transactions appear at the top, with the most recent ones at the bottom. This setup requires parents to scroll down to v...
Kennie Silva about 1 year ago in Tuition and Statements 0

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 over 1 year 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 about 2 years ago in Reports / Tuition and Statements 0