Further detail on the development process : RainMaker operates in a fluid environment, which means plans and implementation, create the possibility of change and are subject to change. The ideas on these and related pages are meant to outline the general RainMaker product direction. It’s for informational purposes only, and we would never recommend relying on it to make purchasing decisions. We may decide to add enhancements, features, and products at any time depending on our prioritization process and the capability to deliver products meeting RainMaker quality standards. The development, releases, and timing of any features or functionality described, are at the sole discretion of RainMaker. Any roadmaps do not represent a commitment, obligation, or promise to deliver any products, features, enhancements, etc to clients at any time.

Billing after a student has passed a test, not before a specific test date

In the POS section, I'd like to see a place where you can send a client an invoice and it's recorded as an outstanding bill owed to us. Then on the reports tab, I'd like to be able to generate a report where I can pull all the outstanding invoices that are owed to us. As clients pay, I would like the ability to update clients' accounts to reflect payment of outstanding balances. That way I can also see who is overdue. Lastly, I'd like to be able to generate a monthly Accounts Receivable report from POS showing the gross amount collected that month. It will make it easy for an accountant to record that number as well.
I realize you can do something similar to this in Profit Generators. My issue is with testing fees. We don't test on a set date each month, rather only when the student is ready, so test dates happen all month long. The issue with Profit Generators is that once a PG goes out, there is no way to pull a list of outstanding generators (which is essentially payments that are owed to us).
  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Oct 1 2018
  • Attach files