Have you been held up on processing tuition fees because of some sort of pre-payment – like a costume deposit – in the past? Jackrabbit tries to prevent over-charging instances by limiting processing for any amount greater than the family balance. That doesn’t have to happen anymore!
Now you can ignore pre-payments when processing credit cards for specific transactions. Here are the parameters:
- You must pre-check that your payments are linked correctly.
- The user has to enter a Transaction Date to limit the risk.
- Jackrabbit highlights accounts where the Amount to Process is greater than the Family Balance to alert the user.
- The ability to ignore pre-payments is controlled by a new Ignore Pre-Payments permission.
For example: Family has $395 in unpaid fees for January and a $100 pre-payment for upcoming costume fees. The family balance is $295, but the user needs to collect $395 for January fees.
Here’s how it works.
Search Criteria:
Family account after processing credit cards and ignoring pre-payments:
