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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

Ideas

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Suppress Display of “Phantom” ACH Failures Caused by Missing TE Responses

A recent change to expose immediate credit card failures on the ledger has unintentionally caused ACH transactions to display as failed when the issue was simply a lack of response from Tuition Express (TE), not an actual payment decline. These “p...
Brian Bistline 12 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Request to add configurable options for managing the delivery of payment failure emails.

Details: We would like the ability to control whether payment failure emails are sent and to whom they are delivered. Ideally, this would be implemented as a toggle or settings option allowing users to: Enable or disable the sending of payment f...
Brian Bistline 12 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

We request an enhancement to the tooltip shown when hovering over the red “!” next to failed payments on the ledger.

Currently, when hovering over the red “!” indicator next to a failed payment on the ledger, the tooltip only displays “Payment Declined.” This message is too generic and does not distinguish between legitimate payment failures and internal communi...
Brian Bistline 12 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Schedule a One-Time Invoice

BAM 13209121 would like to the ability to schedule a one time invoice being sent out. With recurring plans, there have to be at least two plans that recur to set it up, or else you have to remember to cancel the plan after it goes out once.
Kelly Kohlhagen 11 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Update the "Name on Card" field validation in Online to require both a first and last name before allowing the user to save the payment method.

Summary: Currently, when setting up a payment method in the Online platform, the "Name on Card" field only requires a single name (e.g., just a first or last name). However, this field is passed directly into BAM, which requires both a first and l...
Brian Bistline 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Already exists

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Credit Card Surcharging Opt-In for Primrose Locations

Primrose plans to offer credit card surcharging functionality in Q2 2025. I suggest allowing center owners to opt-in to surcharge through a self-service model, similar to how Stripe integration currently works in Procare Online. Key Features: Surc...
Zachary Keith 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Students marked as inactive but have an active PRA

Sometimes students are accidentally marked as "inactive" when they have an active PRA. In this sutation, they do not show up on reports. Can the system alert the user when this occurs with a student?
Mike Mercer 22 days ago in SCW 0