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Schedule a One-Time Invoice

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.
Kelly Kohlhagen 15 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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

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

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 about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

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

One Report to Reconcile Family Payments or Easy Reconciliation Method within in the Software

BAM 36408873 has OL and TE and would like one report to reconcile their family payments so they can view the batched deposits alongside a breakdown of each parent payment. They have surcharging enabled for credit cards, which adds some complexity ...
Kelly Kohlhagen 26 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Payment Receipt email should include the name of the school.

BAM 74039102 - Payment Receipt email should include the name of the school, since some families have children at different schools that use Procare
Pam Littleton 26 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

Exam Resets

"When a staff member fails a quiz, they are locked out from attempting it again until be contact Procare support. When using the chat or call feature, you can sometimes be on hold for upwards of 20 minutes or not get a response at all. Is there a ...
Guest about 1 month ago in Professional Development / Learning Management System 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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

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 12 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration