Ideas

Brightwheel has bank sync and customers are requesting something similar. https://help.mybrightwheel.com/en/articles/9456845-getting-started-with-expense-tracking "When we connect our bank account with ProCare, does it sync so we can categorize in...

We used to allow email notifications for zero invoices and because some customers complained their parents were complaining about the number of emails being sent, we disabled the ability to send zero invoices-despite the toggle that could have bee...

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.

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...

When parents pay with cash or checks, they don't always get posted on the same day due to workflow at the centers. In some cases, like schools and rec centers, payments don't always go directly to the program director. They may go to the accountin...

BAM 74039102 - Payment Receipt email should include the name of the school, since some families have children at different schools that use Procare

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...

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...

It's super important for center's to easily assess a late payment fee to all parents who still owe a balance as of a certain date or day. Desktop has this, BrightWheel has it, and center's are asking for it on every call.

When an invoice is imported into QuickBooks there is no Procare Invoice Number. It would be nice to be able to view the Procare invoice number within QuickBooks