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For Studio Pro
Categories AutoPay
Created by Mike Dalena
Created on Dec 13, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit DSPRO-I-72 Auto-Pay Options: Beyond Tuition and Full Balance.

Please make Auto-Pay more flexible and customizable. Merged

Auto-pay has three choices Tuition, Balance, or "Tuition or balance whichever is less."

While this is a good start we desperately need more control and a smarter Auto-pay system. Our front desk unanimously agrees that running tuition should bill the tuition owed rather than the tuition billed. For example if a customer has a little credit of $12 left over from the previous month we would love to run Auto-pay and have it bill the tuition minus the credit they have. THIS IS DIFFERENT THAN BALANCE. Sometimes the balance is inappropriate to run autopay on. Maybe the balance includes costume fees not yet due, credits for other fees, etc. However the customer's tuition has that $12 already applied (in the system and matched to the pulldown menu's fee for the upcoming months tuition) so instead of $70 they only owe $58 for tuition and the system know this because the tuition for the upcoming month already has $12 applied to it specifically in the system. NOW autopay should only charge $58 when run instead of the full $70 because the system knows that that customer already paid $12 because we applied the $12 to the upcoming month's tuition.


Enhancing Auto-pay System for Tuition Management

The Challenge

The current auto-pay system lacks flexibility and intelligence in handling tuition payments, especially when dealing with credits, partial payments, and varying balances.

Proposed Solution

Implement a smarter auto-pay system that:

  1. Bills the actual tuition owed rather than the full tuition amount

  2. Accounts for existing credits applied to upcoming tuition

  3. Differentiates between tuition-specific balances and other fees

How It Should Work

  • The system should recognize credits applied to future tuition

  • When running auto-pay, it should calculate the remaining tuition owed

  • Auto-pay should charge only the outstanding tuition amount, not the full balance

  • The system should ignore non-tuition fees (e.g., costume fees, other credits) when calculating the auto-pay amount

Who Benefits

  • Front desk staff: Reduces manual calculations and adjustments

  • Customers: Ensures accurate billing and prevents overcharging

  • Business: Improves cash flow management and customer satisfaction

Impact

  • Increased accuracy in billing

  • Reduced administrative workload

  • Improved customer experience and trust

  • Better financial management for both the business and customers

  • Potential reduction in billing-related inquiries and disputes

  • Elijah Burk
    Reply
    |
    Dec 3, 2024

    Agreed. When I run autopay for tuition it should be able to recognize the balance of the TUITION transaction type and run it for that amount.

  • Leah Dennon
    Reply
    |
    Feb 9, 2024

    Additionally, we should be able to run one specific charge for all enrolled in autopay to eliminate the time it takes to go through every autopay account to pay one specific charge. (Example: tech fee or costume fees, which are listed in transaction codes).