Invoices created or Account affected when class changes are made
under review
S
Sunglow Boa
Right now, enrollment changes made by admins do not connect to the account/billing module. So, if a student is moved from Camp A, which is $250 to Camp B, which is $500, there is no audit trail to show the change and there is no additional invoice created. Additionally, if a student is removed from a class, it does not create a credit. It would be great if the billing was integrated with the enrollments.
Serena Edwards
Merged in a post:
Copy/save payment plan for transfers
O
Oxblood Ocelot
A function to save payment plan data to for transferring a student from one group or location to another so you there is no need to manually enter the payment plan data for the new enrollment. Example: A student enrolls in Location A on Fridays, they pay monthly, use a coupon which impacts their plan. If they need to move to Location B on Fridays instead, and we transfer them to that group, saving their payment plan data (each monthly payment w/ discounts applied, etc.) and applying it to the new enrollment at Location B.
Serena Edwards
Serena Edwards
under review