Total amount due in summary box

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asked Mar 6, 2024 in New Feature Requests by mdgoodman

At the bottom of the Charges and Payments screens in Tuition, and on the Payments screen in Fundraising, there is a summary box showning all amounts due in all companies. This is very helpful when I am on the phone with a parent, so I can tell them what they owe in both tuition and donations. I would like to suggest two improvements. Firstly, add that same box to the Pledge/Charge screen in Fundraising. Secondly, add a Total field, adding up all the companies into one number. Frequently, the parent will say "Just tell me the total I  owe you", and then I need to add the numbers myself. A Total would be so helpful. 

 

Thank you,

Moshe Goodman

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