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OL - Billing & Accounting

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Add time stamp for last update to Billing Filter Buttons

Customers think these amounts are real time reflections of Balances due and in Process but this is not always the case. Adding the last updated time stamp will help them understand when this was last updated
Brian Bistline 8 days 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 about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen 8 days 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 2 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 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

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 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 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 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Ability to Refund Families After 90 Days

Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 11 Planned

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 1