It’s finally here!
We recently posted an article about some upcoming upgrades to the Fee Tracking module:
We’re happy to announce that we’ve finally released the new fee tracking module. Here are some highlights:
Multiple Primary Payers
When you open a student record, you can now set multiple Primary Payers (if Family Billing is enabled):
When you have multiple primary payers, you can now designate how to address the payer. So for example, you could say “The DeSilva Family” or “Mr. and Mrs. DeSilva”:
Mass Generate and Email Statements
We now have an additional option to email the latest statement:
You can also send an email automatically when a statement is generated.
Separate Statements and Invoices
So here comes the crux of the improvements we’ve made:
- You can view transactions by Statement Period
- You can add charges, payments and invoices. Invoices are simply a collection of charges applied at the same time.
- You can generate statements at any time for any period. Statement periods can even overlap with previous statements (i.e. you could have monthly, quarterly and yearly statements)
- You can view / download a printable copy of all statements
We hope you like the new improvements. As always, if you have any feedback for us, please let us know by either leaving a comment below, or by chatting with us.