BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
BAM 27721275 really wants to be able to see debit and credit card separated on reports. They are all showing as card on reports and she says that if they were to surcharge on cc, she'd want a report to show exactly how much her center incurred in ...
Show names of non-active students on tax statements
Currently only the names of active students will be displayed on a tax statement. If a student is not active, their name and date of birth will be blank.
Adding Recurring Payment Reports to match Billing Box Reports in Desktop
Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Include a traditional semi-monthly (custom option like in reports) option for billing
This is useful for centers that are trying to align their billing plans with parents who get paid semi-monthly. I have had several centers that have asked for this. The current workaround is for centers to bill by a week and a half, but it ends up...
This center has many possible charges in their recurring attendance plans, and it's overwhelming for them and parents to see all of the charges when many of them are $0. They'd like $0 charges to be hidden from the invoice and from reporting.
I spoke with a Primrose owner who was confused when Auto pay did not run for the majority of parents. The school added a supply fee to ledgers on 8/15/2024 with a due date for the payments of 8/15/2024.
The time stamp on the charges was for 5:30p...
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