Ideas Portal
When a payment plan is process as successful when paid with an ACH payment, if the ACH then fails, (because we do not get notified of the failure for a few days after the payment) there should be the option to then go back to the payment plan and mark it as "NOT PAID" and have the charges and reversed.
The same should be available in merchant services.
What specific challenge or problem does this idea solve? |
it would solve the problem of having to add an amount due to the students ledger and making it appear that more income has been collected which in turn makes the income report incorrect |
How should this work? |
for payment plans - add the option to mark a payment as not paid on the payment plan payment dates action dropdown, then it would reverse the charges on the account the same as when a refund is processed for merchant services - add the "Not Paid" option to the drop down with the "Refund" option and have the same options as refund to update the account accordingly |
Who will benefit (Admins, Staff, Students)? |
admins and staff, bookkeeping |
How will this change impact your daily tasks or overall experience? |
Overall this is an improvement for accounting/bookkeeping and having more individual account accuracy. |
