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Status Awaiting Review
Categories Fee Billing
Created by Guest
Created on Jan 8, 2025

Create pupil billing accounts within iSAMS

We currently use Fee Billing and iFinance. We are finding the integration between these two systems to be weak where a parent's billing account is associated with more than one pupil, as:

  • Any brought forward balances are only display on one of the pupil's bills.

  • We cannot match up child-specific payments, such as childcare vouchers or fees paid in advance, with a particular pupil.

This leads to a poorer experience for some parents.

I think the solution is to have an area within Fee Billing where payments associated with a billing account can be assigned to a particular student account - in effect forming a breakdown of a billing account by pupil. This will enable us to create separate brought forward balances for pupils, which could then feature within the parent portal.

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