OL - Billing & Accounting

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...

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.

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...

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...

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

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...

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...

Customer is upset because he has to call into support as the email for his failed monthly Procare payment did not provide the steps for him to update payment method. Add steps for updating the Online payments into the failed payment email sent to ...