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All New Fee Tracking Module

December 10, 2013

It’s finally here!

We recently posted an article about some upcoming upgrades to the Fee Tracking module:

https://blog.quickschools.com/2013/12/02/upcoming-release-fee-tracking/

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):

New Fee Tracking with Multiple Primary Payers

New Fee Tracking with Multiple Primary Payers

Family Designation

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”:

New Fee Tracking Family Designation

New Fee Tracking Family Designation

New Fee Tracking Family Designation

New Fee Tracking Family Designation

Mass Generate and Email Statements

We now have an additional option to email the latest statement:

New Fee Tracking: Mass Generate and Email Statements

New Fee Tracking: Mass Generate and Email Statements

You can also send an email automatically when a statement is generated.

Separate Statements and Invoices

New QuickSchools Fee Tracking

New QuickSchools Fee Tracking

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
QuickSchools Fee Tracking: Adding an Invoice

QuickSchools Fee Tracking: Adding an Invoice

QuickSchools Fee Tracking: Generating a Statement

QuickSchools Fee Tracking: Generating a Statement

QuickSchools Fee Tracking: Parents View

QuickSchools Fee Tracking: Parents View

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.

 

5 Comments leave one →
  1. December 11, 2013 9:08 am

    Praise the Lord! You all are great! This will cut down on the double work load. Thanks again for listening to all of our suggestions & complaints!

Trackbacks

  1. Online Admissions a Powerful Tool | School Management & Student Information System Blog | QuickSchools.com
  2. Online Payments for Student Portal | School Management & Student Information System Blog | QuickSchools.com
  3. Fee Tracking Improvements for 2014 | School Management & Student Information System Blog | QuickSchools.com

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