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I would like a Pay it now in full while a parent is signing the contract
I am having an issue with one payment plans expiring and the families signing up after the deadline. If there is a pay it now they can pay it as they sign the contract eliminating the issue0
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Quickbooks Online integration
Currently, BBTM integrates to QB Desktop but not Online. Intuit seems to be pricing Desktop out of reach, so a switch to Online is almost a guarantee in the near future. Expanding your integration support to cover Online would alleviate the need f...0
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Aging Report should also allow the option to include Student Codes & Type Codes
It would be very beneficial and a time-saving effort for us if there was an option to include a column for both Student Codes and Type Codes on the Aging Report, as it can be used for both sorting purposes, data collection purposes, as well as eas...0
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Updated Auto Debit Information Rolling Over to new accounts.
When a parent creates an account for example for 2017-2018 school session and they are originally on "mail in" if they update banking information it doesn't roll over into 2018-2019. This creates many issues, for example an old checking account no...0 Unlikely to implement
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System seems to know that parent's credit card is expiring before payment date and doesn't attempt the auto draft. It should notify the parent to go in before the auto draft date to update their account.
Situation causes missed payment and doesn't appear on school's missed payment report since it didn't attempt the auto draft.0 Already exists
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Default menu access to be set to Edit Billing Details
As a Student Billing Liaison, 95% of the time i am changing some's fees, discounts , or adjusting the account. In turn, having the menu default to edit billing details would save clicks/time.0
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TM Integrated Contracts: Allow different payment plans to be selected for subsequent children
I believe this is unique to EMS/TM integrated contracts. We have an early discounted plan that expires in April. We are running into problems with parents who selected that plan for their currently enrolled child, then enroll a new child after tha...1
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Shopping cart fees should be eligible for coupon code
We should be able to have coupon codes in the setup for certain shopping cart fees so families can enter it upon checkout.0
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FULL ACCESS
Our school is a fiscal year school. July 1 - June 30. Currently, families that has auto debit feautre on - the school cannot send a modified invoice for any additional charges after the 1st of the month due date. It is very important that we are a...0 Under consideration
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Add multiple payment methods to the Smart Tuition family portal so that families can automatically pay with different methods each month (i.e. two credit cards with a certain amount specified to each card).
This would benefit our parents as we've had requests for automatic multiple payment methods. While this can be achieved manually, parents and schools benefit by having this automatically completed so that late payments do not arise.1