Fee Billing

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.

Easy to categorise the way a students Fee or additional payments are made, i.e. Direct Debit, Credit Card, Bank Transfer, Online Payment, etc... And with that set wether the option to Pay Now on the new parent portal is enabled or disabled. This w...

It would be helpful if we could delete direct debit details once they have been saved (even via an Administrator only). We have to manually input around 350 new joiner direct debit mandates, so human error is likely and it makes sense to be able t...

Some of the charge codes that have been set up by previous staff are difficult to find by scrolling as they aren't set up consistently. Would it be possible to have a search function to be able to more easily locate codes.

The ability to select whether the Percentage (when chosen in the attached screenshot, from Create a New fee) is calculated based on Net or Gross figures on the billing lines on the invoice. Reason behind this is we bill with a mix of VATable and N...

It would be a really useful feature if you could copy the split billing rules from one pupil to another. his would help with siblings and also when there are a number of pupils that a company pays certain fees for.

To be able to split the billing between Fee and Disbursement charges, so the parent recieves 2 invoices but they are separate from each other. It would also be good if you could almost tick a disbursement charge i.e a Transport cost and say, invoi...

Please can the bill payer code be included on the direct debit tab on the fee billing manager page. Plus the student name and code that each direct debit line relates to.

Having set up a register for scholarships, bursaries, and other discounts, it would be useful to be able to use information from this register in Fee Billing in order to apply discounts (as is currently possible via custom groups created in Pupil ...

When an invoice is sent the invoice and accompanying email should be attached to the fee billing record of that pupil. You can then easily go into a pupil account in ISAMS Fee Billing and see what invoices were sent, when they were sent and what e...