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Showing 172 of 2020

Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an "activity fund" they they can deduct from each month as the activities occur Yes, families can edit how much they are paying when it comes time to pay a tuition invoice, but it will be confusing for families bc it will appear that they owe less with the "activity fund" credit money they have.

BAM 55316822 - Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an...
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

ability to take POS outside of family ledgers for donations

BAM 81507696 - ability to take POS outside of family ledgers for donations
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

AR report as of a specific date

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...
Jesse Hartman 5 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 1

Indicator for missing schedule and billing

Customer would like an indicator or warning when an enrolled student does not have a current schedule or recurring billing Plan They have run into multiple times where a student is enrolled and they realize the schedule or billing had not been ent...
Beth Carlin 5 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Student Data 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 about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...
Beth Carlin 6 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Editable Invoice

Client would like to be able to Edit an Invoice to do the following: 1. Customize Center's Billing Address display - Add Center's Telephone - Add Center's Email Address 2. Add Parent's Names & Billing Address to Invoice- Remove "Billed For (Ch...
Jessica Furey about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration