When a parent is signed up for autopay, they receive a reminder email saying to click and sign on their account for more information. Instead, they should receive an itemized invoice within that email so that they don't have to click around to find their charges. It should all be in one place, and in one email! Why are they not still sent an invoice?
I have families that need to have details of what has been billed and paid in order to fulfill requirements from a grant they are eligible for. No details - no money released. Families also need to see details when monthly payments differ, etc. I was very surprised this was not already available.
This is a very common request from our families who rely on monthly invoices to file for Dependent Care Reimbursement. The current statements and reports available do not capture the items needed for most flex spending accounts.
I have heard this request from many families and this is our first year using any of the BB system
Schools need to be able to generate adhoc invoices upon request for any balance in any month regardless of the payment method and/or account balance. If a parent is making a payment, checking their $0 or credit balance, or reviewing their fee history a statement should be available. This topic should be moved to the implementation board as I am sure others are affected and simply have not stumbled upon this thread to vote for the idea.
So we were wondering why every month when billing occurs we get many phone calls asking what families are being billed for. Finally realized that any family that is enrolled in autopay, does not receive an invoice with a description of charges, only an email stating how much is being withdrawn from their account. Very frustrating! I don't understand why we cannot generate an invoice with a detailed bill when you can for families that are not on autopay.
I underderstand that we dont want to send them out , but we should be able to create them adhoc as needed by school. I have had issues where school are being asked by courts for documentation and when a payer is ach we have no professional presentation to offer, and the schools are making up invoices. it refelcts poorly on Smart, and the School . This has come up with The Dalton School and St. Albans.