Your comments

Kara,


Thanks for additional vote on the scheduling of the collection of payments.  For the second part of your comment, if I understand correctly, that is available now.  From the Batch Billing screen, select the batch at the top, then click on the Details tab (see below).  Then, click on the "Collect Payments" button (also below).  This will run the process of collecting payments on all outstanding invoices in the selected batch.  This is how we collect payments.  It only takes a few seconds (except for all of the "insufficient funds" and "declines," of course!).

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Thanks, Kim.  There is a related Idea on the Board here:  https://feedback.courtreserve.com/communities/1/topics/805-showing-discounts-and-discounted-charges-on-invoices  Would it be possible to merge those suggestions into this item (specifically the ones about how these discounts appear on the batch billing invoice)? 

Adding a vote to this, with a related request.  We run batch billing on the 1st of every month (invoices only), and collect payment on the 8th (7 days later).  It would be nice to be able to schedule the running of the batch billing, but even more valuable to be able to schedule the collection of payments after X days.

Tim, We are excited for this project.  I am free for most of the day on Thursday, 8/25, and after 3:00 EST on Friday.  If you have a specific time that works for you, please let me know.  Cheers, Chad

I have the same request regarding a different field in a member's profile:  Grade in School, which is a custom field for us.  As a junior program, most of our players are school-aged kids, so we have "Grade in School" as a custom field.  When the school year has ended, we need to increase everyone's Grade in School by one (e.g. K becomes 1, 6 becomes 7, 12 becomes Adult, etc.). We have to use the Member Report to identify the members who are a Child (Family Role), and then pull up each Child's profile to update that one field.  So, I'd vote for taking Doug's idea above and expanding it to allow for the "Mass Update" of any field in the member profile.  As an alternative, if we could simply export the Member List, change the field in Excel (quite an easy task), and then import the Excel file, only updating the field(s) that has/have changed. 

We're in for this as soon as it is ready