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Tuition and Statements

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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

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

Show multi-student discount on tuition statements

It would be great if there was a line on tuition statements that show parents they are receiving a multi-student or multi-class discount. I thought the "Show Tuition Detail On Statements When I Post Tuition" would do this but it doesnt seem to be
Stephanie Henshaw about 1 year ago in Tuition and Statements 1 Already exists

Discount breakdown on invoices

Parents can't obviously see the family discount breakdown. Can you add it to statements to show they are getting a discount without having to do the math?
Guest about 2 years ago in Tuition and Statements 0

Receipts to include the processing fee if merchant services was used

What specific challenge or problem does this idea solve? Confusion over the mis-match in what your receipt says and what your CC statement or bank statement says, when a payment is made using merchant services and the processing fee is passed onto...
Stephanie Annandale 6 months ago in Tuition and Statements 1 Already exists

Prorate based on Time not Day

Currently, the prorating is based on Day instead of the time the class runs. When trial students sign up, the system prorates charging them for their free trial. We offer a discount for same day registration, so waiting until the next day does not...
Kandi Starr about 1 year 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

Standard INVOICE vs "Statement/Invoice"

Please can we have an option of sending out itemised INVOICES, that reflect students Tuition? INVOICE : What a client needs to pay.RECEIPT: What a client receives after paying INVOICESTATEMENT : What a client receives either Monthly, Quarterly, or...
D2Di Admin over 3 years ago in Tuition and Statements 0