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Tuition and Statements

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Send Invoices

Hi, When I switched from Authorized.net to your merchant platform the only feature I am really missing is the invoicing. I would be able to send the open invoice to my customers via email and they could simply open and click to oay directly. Would...
Ana Hidalgo over 2 years ago in Tuition and Statements 1

Sort capabilities on the post tuition page when all active students are checked

Hello, It would be extremely useful to be able to sort students by different columns on the post tuition page. There are frequent occassions where I am posting tuition to just one school and though I can check that location with the additional opt...
Susan Racette over 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 over 3 years ago in Tuition and Statements 1

Go from student to student on transaction page w/out having to go back to student page

I think everyone would benefit. Whether we are checking accounts or logging payments, it is quite time consuming to have to go back to the student page, find the new student, go to their page, then choose transactions. If we could go to different ...
Scarlett Fiero 11 months ago in Tuition and Statements 2

Please Simplify Statements : Remove Fee and Bal columns

Though our clients are very gracious on this subject, we consistently hear that the statement format has too much information. The current format may be very helpful to DSP and Merchant Services, but it's not Parent/Client friendly. From the curre...
Jamie Kirby almost 2 years ago in Tuition and Statements 0

Sending statements fromclass when transaction added

It would be really helpful to be able to send statements to a whole class when a ytransaction is app,lied to that class, rather than having to go to student or parrents and then select the relevant clients to be sent a statement.
Sharon Manders almost 2 years ago in Tuition and Statements 0

Update families billing transaction when student deleted from a class.

when deleting a student from a class, how can you make the system update their transactions history. I see when I deleted someone from the class that the system does not delete / update the charge or balance on the families account
Melissa Daniel almost 2 years ago in Tuition and Statements 0

Percentage Fee Option Under Student Extra Fee Settings

We would like to be able to add a percentage fee that would be specific to that student. Currently, under the Extra Fee option or Tuition option in the student settings, we can only specify a dollar amount for an extra fee or a specific tuition am...
Kimberly Kolaga almost 2 years ago in Tuition and Statements 0

First time payment made notification

Hi There, I would like to suggest to have an option that we will only get a notification to those first time payments has made instead of being notified every time there there is a payment came through. Thanks!
Virtual Assistant almost 2 years ago in Tuition and Statements 0

Adjust dates on statements

I would like to be able to adjust the statement dates. So if I print a statement on July 31st and I want to include May 1st - July 31st on the statement, I could adjust the dates. Sometimes that statement just shows a balance with no transactions ...
Tip Toes and Taps almost 2 years ago in Tuition and Statements 0 Already exists