Account Information

[TestUser1001]

Can you provide a financial account page to a buyers profile where we can keep track of all credit/debit cards and Bank accounts they may use.

Some folks use different cards for tuition and Pro-Shop.

I also keep a bank account on file in case their card get declined for whatever reason.

Also if a Buyer does a PIF, Ubill does not have a account record for me to update, so any non-tuition charges cannot access any account records to bill.

Thanks!

Mike

[Jose Rodriguez]

Hi Sir,

Great suggestion for a “wallet” type object that tracks multiple forms of payment. This feature is in the pipeline for development.

I’m a little unclear on your last question regarding Paid in Full(PIF) UBill accounts. When you create a UBill account and choose PIF, then go to the proshop and make a purchase. You are able to select the CC used during the creation of the agreement. Is that your question?

Sincerely,

Jose Rodriguez

[Master Toby Milroy]

Yep the payment ‘wallet’ system is already on our development roadmap!

(In fact, we implemented the back end system when the team re-built the SMS texting engine. We’ll be implementing this in the billing and payments section in turn as well.)

I ‘think’ I know what you’re describing on the PIF scenario……stand by….I’ll have one of the team chat with you if I’m not able to replicate what I “think” you’re describing.

 

Thanks again Mike!!

[Author]

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