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Tuition and Statements

When balance is zero, mark all previous items as paid

What specific challenge or problem does this idea solve? Items in the transaction list aren't being automatically marked as paid when the balance is paid in full. How should this work? When someone pays their account in full and has a zero...
Suzy Vanyur 5 months ago in Tuition and Statements 2

Get notified when a family drops a class and automatically refund less a cancellation fee according to a defined cancellation policy

What specific challenge or problem does this idea solve? We want to have an admin get an email or text notification whenever a family drops a class instead of having to regularly run a report! This will allow us to process refunds in a timely ma...
Heather Mangelsdorf about 1 month ago in Tuition and Statements 0

Tuition Analyzer

What specific challenge or problem does this idea solve? Why did we remove the feature that totaled tuition in tuition analyzer? How should this work? Who will benefit (Admins, Staff, Students)? How will this change impact your d...
Jason Willoughby 6 days ago in Tuition and Statements 0
332 VOTE

Automatically emailed receipts

I would love it if there were an option when processing a payment to automatically email a receipt. Perhaps a checkbox on the payment processing screen so you can choose to send it or not. Having it be a 2 step process takes a long time (especiall...
DSP Admin almost 5 years ago in Tuition and Statements 4

Update the look of statements

What specific challenge or problem does this idea solve? Parents can't read it, they find it confusing and always ask me what they owe. How should this work? Update the look of it. Make it user friendly. Who will benefit (Admins, Staff...
Stephanie Delaurier 6 months ago in Tuition and Statements 1

Allow FAMILY Credit Balance

What specific challenge or problem does this idea solve? Allow a family Credit Balance to apply to all dancers under that parent How should this work? Family account should be able to make a large payment and carry a credit balance that an...
Christy Carter 11 months ago in Tuition and Statements 3

Being able to send invoices for specific items not a statement with a running total

What specific challenge or problem does this idea solve? Parents get confused when there is a running total when they just want to know which specific program they are making the current payment to How should this work? Creating one invoic...
Renee Murray 23 days ago in Tuition and Statements 0
112 VOTE

Hire a bookkeeper or accountant to consult- I'm literally begging you

The way you guys have set up your payments, deposits, transaction codes, etc, is absolutely wild. Please consult with a bookkeeper or accountant before your next update. You provide so much information in the reports, but almost all of them are co...
Kara Ehrenfeldt almost 3 years ago in Tuition and Statements 10

Change Way Balance is Displayed

What specific challenge or problem does this idea solve? Parent questions about what is outstanding on their account. How should this work? Opposite display to current set up. When account is in credit show as a negative, when there is an ...
Jemma Griffiths about 1 month ago in Tuition and Statements 0
119 VOTE

Other payment options than monthly...

For tuition we offer incentives for those who want to pay more upfront... Would love an option that offers a "pay in full" or "3-month payment plan". We offer % off if a client chooses one of those options. Being able to apply the payment to their...
DSP Admin almost 5 years ago in Tuition and Statements 7