It would be awesome if we could export all of our parent's contact information as VCards that we can import into our address book/contacts on the computer. We would love to be able to have contact cards in our contacts app of all of our customers....
You can't void a transaction seconds after doing it
If I accidentally make a wrong charge, I can't go in the Merchant Services immediately and void the transaction. Only option is to refund. Would like to be able to void if it's done within minutes of transaction. thanks
Have trial students drop off of trial report once they are inactivated
We have a lot of trial students who receive 2 free classes. Once they do not register, for whatever reason, we inactivate them. They do not "fall off" the trial report? They remain and makes for a constant "clean up" battle off the report.
Run Individual Payment Plan Reports That Are On Auto Pay
There needs to be a way to run reports for individual Payment Plans. Example, when we go to pull our first recital payment on Oct. 15, I want to be able to run a report later that day specifically to see who's payments did not go through.
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
There should be an option to run a report on auto pays that were not successful so that we know who we need to reach out to. There are many reasons a card doesn't run and I've used other programs where this is a simple "click of the button." Other...
Cassandra Spohn
almost 4 years ago
in AutoPay / Reports
0
Is there a way to rearrange the order of my appointment services? They are currently ordered by when they were added but I'd like for them to be grouped by service.
Would like a way to set a dollar amount limit on how much people pay for tuition. It can be done for an individual only in a roundabout way (set tuition prices by time increments and wherever you stop adding it stops charging), but there is no way...
0
