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
about 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
about 4 years ago
in AutoPay / Reports
0
Enable waitlist setting changes on a per-class basis, not global
We have a student who registered for a class that has openings because she is waiting on charter school funding. Because we have the season setting that prohibits parents from adding a student to a class when it has an opening, rather than wait in...
Being able to define what location the instructor is available at for their appointment hour is needed. Ie. I have instructors who are available for in-studio lessons Location A one night, then virtual lessons only another night, then Location B l...
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...
It would be awesome if we could check box the staff and then under Staff Actions be able to "Make Selected Staff Inactive". Just like you can with parents and students.
It would be really helpful and handy to be able to set a reminder on notes so they can be actioned at a later date (i.e. absences for the next season, to call a parent, to follow up on a previous matter) etc. Thank you.
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