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Tuition and Statements

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Feature Request: Itemized Statements and Tax Separation

Currently, all classes and fees are grouped together, including tax, making it difficult for our customers to clearly see a breakdown of their charges. Would it be possible to allow statements and invoices to: List each class or fee on a separate ...
Guest 5 months ago in Tuition and Statements 1

Automatic Posting Tuition to Accounts

It would be great if there was an option to set up automatic generation of tuition to accounts based on seasons. That way one would not need to go in and post manually every month. Tution would just post automatically to accounts on a certain day....
Ginny Ellis almost 3 years ago in Tuition and Statements 3

Statement for a date range with dates listed including year

How do I get a statement of account activity for a date range for a single family???? The Following report is useless as has no detail (ie payments & charges) and you cannot choose a single customer only all customers? Family Payments By Date ...
Jillian & Rob DuHadway 6 months ago in Tuition and Statements 0

Credits applying to the parent account instead of specific to the dancer.

When credits are on the account, the Statement shows that credits are applied to the overall account. However, if there are multiple dancers on the account, the credits are specific to the dancer and only applied that way, rather than t0 the paren...
Jennifer Priest about 2 years ago in Tuition and Statements 0

Posting Tuition by Season

With multiple seasons running at the same time, it would be really helpful to be able to select which season I am posting tuition for. For example, we have our team season, our spring season, and our summer camp season currently running. When I we...
Carlie Coons about 3 years ago in Tuition and Statements 3

Create a "pay for future charge" section where future charges can exist and be paid for but not charged on the account until the assigned date

Oftentimes parents pay early before their account is charged. So, since the charge wasn't applied yet, their account balance would be positive. This is great, however, there are some times when the parent may pay so much in advance for one thing, ...
Guest about 3 years 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 3 months ago in Tuition and Statements 1

Send Statements to only families with balance.

I would love a drop down selection to send statements to only families with balances. So I can easily send statements without spamming everyone. Thank you : )
Nicole Kutella almost 2 years ago in Tuition and Statements 0 Already exists

To be able to see if a parent has opened/received an emailed statement

A number of non paying parents are claiming not to have received some statements despite receiving other emails. It would be very helpful when chasing up accounts and applying late payment penalties to ensure they're are genuine claims
Sharon Wood over 3 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 3 months ago in Tuition and Statements 1