Change req to allow students to apply payments to invoices of their own choosing per CFO req

Dawn,

I am not clear on why they are unwilling to make the change to allow students to apply payments to invoices of their own choosing.

I suggest you submit a feature request indicating that this is an ongoing issue that creates manual labor to solve

It only seem logical to me that a student should be able to select a specific charge or invoice to pay when they are not paying the balance in full.

If they are unwilling to make the change, I would at least like to understand why. So please ask them to make the change or explain to us a good reason why they can or will not.

Thanks,

David Entler

Bethany International CFO

From: Dawn Orth
Sent: Wednesday, July 13, 2016 8:28 AM
To: David Entler
Cc: Jason Hache
Subject: FW: [Populi Support] Re: Create visability and ability for students paying online to choose which invoice to apply their pmt to.

Below is Populi’s answer to my

request to allow students to choose which invoice they are paying,

such as fines instead of tuition etc.

It appears it is unlikely they will make this change, but they suggest

to me that I can make a future feature request.

Also, it appears that the only option is to turn ON the auto pay function or turn OFF.

I likely would not want it off, because to manually apply ever payment would be

a huge job. (it looks like the option only includes application to the newest invoices-not sure that theory

holds true since the fines are the newest invoices and funds were applied to future tuition invoices).

Anyway, It may be easier and less time consuming, to un-apply some, rather than manually apply all. I suppose that’s

what Joe’s thinking was too, and that’s why he applied to all.

Thanks,

Dawn

From: Josh Stevenson [mailto:support@populiweb.com]
Sent: Tuesday, July 12, 2016 9:26 PM
To: Dawn Orth
Subject: [Populi Support] Re: Create visability and ability for students paying online to choose which invoice to apply their pmt to.

## In replies all text above this line is added to the ticket ##

Your request (#40863) has been updated.

To review the status of the request and add additional comments, follow the link below:
support.populiweb.com/requests/40863

You can also add a comment by replying to this email.

Josh Stevenson (Populi Support)

Jul 12, 7:26 PM PDT

Hello, Dawn!
This ticket and #40868 are pretty closely related, so I hope you don't mind if the answers overlap a little bit.

It's unlikely that we'd create the ability for students to apply payments to invoices of their choosing. We leave that ability for the financial administration of the school to manage. However, you're more than welcome to submit a feature request about the issue.

There's a setting that controls whether or not payments are automatically applied to invoices, in the financial section of Populi:

However, it looks like that's set so that you all would have to manually apply charges. Has that been changed recently, to your knowledge?

So the options are to allow those payments to attach automatically to invoices, or to manage them manually. Any other option would amount to a feature request, as it's not something Populi is currently able to do.

As to how that functions, I believe that payments attach to newer invoices first.

Let me know if you'd like to follow up on anything here. Have a great day!

-Josh

Dawn Orth

Jul 12, 11:38 AM PDT

This is a Request to Create in Populi the student visability and ability, of the students paying their fines, fees, or tuition, to be able to choose which invoice they want their online pmt applied to. Rather than only seeing the total balance owed for all semesters invoiced, and the payment for a $50 Prkg invoice for instance, auto applied to their future Fall tuition invoice. As Student Administrator, I have to go into Populi each and every time this occurs and unapply their payment and re-apply to the correct invoice or fee they are paying.
THe Bethany International CFO and also the Registrar Manager both requested that I create a ticket at Populi, to remedy this issue. Also wondering why the invoices set up to be posted at a future FALL date in Aug2016 would autoapply the students payments on them, rather than on an invoice due in July2016, and posted in July2016? Thank you for your assistance, Dawn ORth BI Accountant/BGU Student Admin

Jacquie Baker August 22, 2017 18:11

I completely agree. There should be options in settings for how the college wants the online payments applied - oldest invoice, newest invoice, choice given. Also, it would be great if someone logged in as an administrator is doing an online payment could choose the invoice to apply to, even if students can't. We have the ability to choose when applying a check payment, but not when taking a student's credit card. I want to be able to add a one-time charge for something and have the student pay it right away without having to manually apply all payments made through the payment gateway.

Change req to allow students to apply payments to invoices of their own choosing per CFO req

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