Flexible and Accurate Billing Rules – Including Waitlist Learners

Flexible and Accurate Billing Rules – Including Waitlist Learners

Description of Idea:
Currently, in d6, billing rulesets are only applied once a learner has been formally accepted into the school. This creates a significant problem for schools:

  • We need to bill parents accurately before the year-end admin processes are run.

  • Billing must be correct upfront, even before the learner is officially marked as accepted.

  • At present, administrators have to find “workarounds” which are time-consuming and create room for error.

Proposed Enhancement:

  1. Apply Billing Rules Earlier: The system should allow billing rules to be applied before acceptance, ensuring that invoicing and financial planning remain correct.

  2. Option to Include/Exclude Waitlist Learners: There should be a clear setting where the user can choose whether billing applies to waitlist learners.

  3. Validation and Alerts: The system must check selected billing options against the school’s criteria and automatically alert the user if there are mismatches or potential errors.

  4. User Control: Instead of forcing a single process, the system should empower the user to decide how billing is applied, based on the school’s policy and needs.

Benefits:

  • Accuracy: Schools can ensure correct billing without waiting for final acceptance.

  • Flexibility: Administrators can choose whether or not to bill waitlist learners.

  • Efficiency: Eliminates unnecessary workarounds, saving admin staff time.

  • Transparency: Parents receive the correct billing information upfront, reducing disputes later.

Why this matters:
Accurate and timely billing is critical to schools’ financial management and to maintaining trust with parents. Having billing restricted only to “accepted” learners causes errors, confusion, and unnecessary admin workload. By allowing billing rules to apply earlier – with the option to include waitlist learners – d6 can make the system more powerful and user-friendly.

Call to Action:
If you agree that this feature will help schools manage billing more effectively, please like this idea so that the developers can prioritise it. Together we can improve d6 for everyone.