Name of Feature/Request: Add Custom Fields to track auto pay service fee
What financial, time savings, or quality of life improvements will occur from this: /Topic: What is the Goal/Topic?Track custom fees for customers not on Auto PayWhere in the system is this located?Customer accounts/Report BuilderWhy do they need this accomplished?To accurately charge fees to customers based on them not subscribed to auto PayHow are they accomplishing it now/past?manually posting the fee
Next Steps: Add a Custom Field section for Autopay feesInclude custom fields for if this custom is exempt from the feeInclude custom fields for an Override amount if the fee is not the standard amountCreate a custom report with the Customer Name, Customer number, Override amountFilter for the customer report will be: Auto Pay = NO, AUot Pay Exempt Flag = NO Customer Account = Active
Steps Taken: Tested in Support Squad. Demoed to Customer
Result/Resolution:
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None
StrivenID: 3315421