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OL - Billing & Accounting

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Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Minimum Payment

Center would like to automate/set a minimum payment amount for his families so that if he has subsidy students who are only paying a couple dollars a week, they wouldn't be able to pay until they reach a balance of the amount set by the center. BA...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Be able to delete the first line of a Recurring Plan or Invoice

Currently an Invoice or Rucurring Plan (Tuition) will not allow you to delete the top line on the Invoice.This is by design as an Invoice would require at least one item.I would like it to be able to be deleted on the condition that other line ite...
Beth Carlin almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

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...
Kelli Boreson 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Remove $0 charges from recurring attendance plans

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.
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Planned

Control Online Payments for single family

Allow schools to turn on/off the ability for specific families to make payments online
Rob Relf 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information