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Accounting/Billing

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Allow partial refunds within the Issue Refund option available for collected payments

Avoid the need to fully refund and then charge the difference
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0

be able to process ACH returns through Tuition Express

Be able to process ACH returns through Tuition Express. 2. Allow partial refunds.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0

Provide parents a payment confirmation modal when submitting payments

To prevent parents from making payments in the wrong amount (which can later result in a failed transaction if the funds aren't available for example). The goal is to allow a parent to click "make payment" then have a confirmation modal confirming...
Jack Pearson over 3 years ago in Primrose Private Ideas / Accounting/Billing 1

Support for deposit collection, tracking and application to a balance

Enable long term holding/tracking of deposited amounts per family
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0

SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

Remove "Amount Paid" from the top of the accounting section

This metric provides no value as it is cumulative. It also exposes financial information to staff not privy to this information.
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

link child program/classroom/status to contract charges - no separate contract charge entry (if one changes, they all require updating or update automatically.)

Remove errors where active children aren't being charged because the contract charge is missing and link schedule to billing to ensure accurate FTE
Jack Pearson about 4 years ago in Primrose Private Ideas / Accounting/Billing 0