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Tuition and Statements

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Override Credits

It would be great if there is a way to still show a balance on families accounts if they have credit. For instance some of our families have credits on their accounts but cannot use those toward registration fees. However, when I put the registrat...
Stephanie Rodgers over 1 year ago in Tuition and Statements 1

Discount Tracker

What specific challenge or problem does this idea solve? Please can we have a better way of keeping tack of discounts: How should this work? either a report we can run on any discounts that are automatically applied in the registration manager/onl...
Elisabeth Breckenridge 11 months ago in Tuition and Statements 1

Choose a season when charging tuition

It would help to have a dropdown menu and choose a season when posting tuition. I just had quite a few students get double charged when I posted my yearly tuition, then had to change every record one at a time. Very time consuming. Please allow bu...
Debbie Tiffany over 2 years ago in Tuition and Statements 0

Statements

What specific challenge or problem does this idea solve? Confusion with statements that detail unrelated fees. How should this work? Admin should be able to send a statement with just the outstanding balance on a specific transation code. For exam...
Samantha Byrd 11 months ago in Tuition and Statements 1

Adding more pertinent info to the email page

When using the software to email the parent, it only includes the parent's name as a reference. It would be great if it could contain info such as the student's name, the balance if any, or maybe a phone number or alternate parent. I don't know ev...
Danielle Seidner almost 2 years ago in Tuition and Statements 0

Additional payment options

Could we get more "credit" options, such as Venmo, or in shop credit. We have some parents that pay in full and receive credit to use through the year and we do get some Venmo payments.
National Dance Academy Cedar Falls almost 3 years ago in Tuition and Statements 0

Better way of looking back to see the breakdown of tuition in previous seasons

It would be helpful if the breakdown of tuition per class was clear in the tuition analyzer for current seasons but also it would be good to be able to look back to previous seasons to see what someone was charged.
Jess Mitchell Admin almost 2 years ago in Tuition and Statements 0

Create reports according to deposit date

Please create reports according to deposit date, not payment date. When I record income, the amounts are always different than what I have recorded since the reports are according to when the payments were made, but the deposit could come the next...
Kara Ehrenfeldt about 2 years ago in Tuition and Statements 0

Customer Control over Statement Dates

It would be great for the customer to have the ability to control their own transaction dates when viewing their statements in the portal. Many people like to see their statements over the course of the year. Some like to see what they're paying f...
Rayna Flaherty about 1 year ago in Tuition and Statements 0

The ability to issue statements by specific transaction code

It would be useful to send out statements for specific transactions codes. For example, we need to send out TUITION ONLY statements or competition cost only statements. Currently, all transactions are included on a statement.
Rachel White about 4 years ago in Tuition and Statements 1