Greetings! I had a meeting today with a few folks from our business office, and they had a few recommendations for Financial:
(1) Can you add a way to apply a payment plan in batch form, or do we need to apply a payment plan to each individual student?
(2) In "Current Balances," would it be possible to add as a filter specific date parameters (e.g., current balances as of . . .)?
Thanks!
Josh
Hi Josh, we pushed number two live yesterday. You can now get student balances as of specified dates by going to Financial > Billing > Student Balances, and clicking the Filter link.
I think the batch method may help as well. Maybe there is a way to batch according to payment plans, just like it is with financial aid?
Hi Joshua,
So it's been a while on this feature request, but we're in the middle of revamping payment plans now, and I'd love to get your input.
Could you give me a bit more information on how you'd target students in order to put them on a payment plan? My understanding is that for most schools the student has to sign a document that non-payment-plan students don't sign (and sometimes this document must be approved by the school, and possibly rejected due to the student's failure to pay their bills in the past), so it seems like this necessitates a case-by-case application of payment plans?
But if there are cases where it would be useful to apply payment plans to a group of students en masse, please let me know more details and we'll see what we can do.
Thanks!
James
Hey Joshua,
Jumping into the convo here, it'd be great to at least allow the option to bulk add payment plans, leaving the management up to the school. For nearly all of our tuition plans, we offer payment schedule which currently requires manual addition.
We would also like this feature of bulk add payment plans since many of our students use this option.
Hello!
We would also like this option if possible. We manually have to add it in individually, which is not going to be sustainable as our school grows larger.
Thanks!
