TO HAVE A REPORT FOR ALL LEARNERS WHOSE FEES ARE PAID VIA DEBIT ORDER TO BE ABLE TO GET OUTSTANDING BALANCES FOR THIS GROUP

TO HAVE A REPORT FOR ALL LEARNERS WHOSE FEES ARE PAID VIA DEBIT ORDER TO BE ABLE TO GET OUTSTANDING BALANCES FOR THIS GROUP

Hello

I hope that you are well.

It would be most helpful if we could have a report with all our learners whose fees are paid by debit order in a separate list with outstanding balances as at specific dates.

When new children start at our school, they have to pay a deposit on acceptance which then goes towards the next years fees, Should the parents choose to pay fees via debit order i.e. through our bank; there comes a time from about August onwards that we need to monitor the outstanding balances of these learners so we make sure we do not debit them with the monthly amount when they owe less than that.  The outstanding balances can also be affected by the date that they choose their debit order for and if debit orders are unpaid.

It would be great if you would look at this as an option.  I am sure nearly every school using d6+ finance use debit orders to some extent.

Many thanks.

Kind regards,
Teresa Richards
Livingstone Primary School