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OL - Billing & Accounting

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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 about 1 month 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 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

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 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

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 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an "activity fund" they they can deduct from each month as the activities occur Yes, families can edit how much they are paying when it comes time to pay a tuition invoice, but it will be confusing for families bc it will appear that they owe less with the "activity fund" credit money they have.

BAM 55316822 - Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an...
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

ability to take POS outside of family ledgers for donations

BAM 81507696 - ability to take POS outside of family ledgers for donations
Pam Littleton 13 days ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

AR report as of a specific date

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...
Jesse Hartman 17 days ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 1

Indicator for missing schedule and billing

Customer would like an indicator or warning when an enrolled student does not have a current schedule or recurring billing Plan They have run into multiple times where a student is enrolled and they realize the schedule or billing had not been ent...
Beth Carlin 17 days ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Student Data 0 Future consideration

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 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration