Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

OL - Billing & Accounting

Showing 36

Tuition tied to child through their profile

Currently users cannot see tuition/billing items tied to children specifically through the child's profile. There is a need for being able to see and report on this, and currently use of tags relating to particular billing situations is the only w...
Jesse Hartman 3 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers
Jesse Hartman 3 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment.

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment. - BAM 31384535
Pam Littleton 3 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Recurring invoices adjustment

A customer has a school of almost 300 kids, all of whom only attend on occasion and unexpectedly, and when they do, their recurring attendance plan bills them. However, when they don't attend, they are invoiced $0. While it makes sense why this ha...
Red Lake 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 17 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 6 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0

Recurring Attendance Plan Improvement for Late Pick Up Fees

I often have requests from customers who are using recurring Tuition plans but also want to be able to invoice parents for late pickup fees based on attendance. If you assign an attendance plan to a student who only has a tuition plan and the stud...
Debbie Scarlett Foster 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0