Could there be a way to transfer a family to another school without bringing over all the past billing? Also, it would be really nice if it used the same Portal ID and somehow linked the two accounts to the family. That way, if they still owed money to the old school, they can still make payments.
We currently can't use the Transfer feature because it brings over the billing.
Thank you for the idea! We cannot implement this request but there is an ability to link portal users. The best practice would be to create the new account at the new school, then the parents can link their old account on the family portal under account or an admin can link the accounts under family > actions > link accounts.
Thank you for the idea! We cannot implement this request but there is an ability to link portal users. The best practice would be to create the new account at the new school, then the parents can link their old account on the family portal under account or an admin can link the accounts under family > actions > link accounts.