Product Requests

Ability to delete or archive messages and interested families especially if they are scams

Idea for recurring plans, we could select months that the invoice is due for instead of the automatic dates that are set based off the due date. Example: their payments are due the 15th of each month - according to the recurring UX right now, let's say the first due date would be 9/15/2024. The service dates automatically get set for 8/15/2024 - 9/15/2024 or 9/15/2024 - 10/15/2024 when in reality the payment that the parent is paying is for the whole month of September. This is a wonky experience for providers and this school in particular has had to play with dates and she has multiple "past due" invoices that aren't actually past due to make her service dates accurate.

Heather had a parent leaving and she needed to return some payments to the parent but then she had to go to the bank get the money to return to the parent

Heather wanted to know how the parent side looks like so in any event she could respond to the parent

Danielle Shupe: She needs a ledger based payment so it can show a child’s past/current balance and amount paid

For her she likes to create an invoice specially for subsidy and not send it but save it and then at the right time mark it as paid

You cannot create 1 invoice per family. The workaround is to create 1 invoice with 2 line items but then you cannot reconcile the invoice with both kids. Heather also made a mistake of creating duplicate invoices because she thought she is creating 1 invoice for multiple kids in a family

Danielle Shupe: She likes parents to be able to pay partially as they can

Danielle Shupe: Similar to quickbooks she likes to be able to edit an existing invoice instead of voiding it and creating a new one

Danielle Shupe: She likes to do everything that she can do on the app on her desktop and there is no consistency/parity between mobile features and website features