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OL - Billing & Accounting

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Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Add Security Deposit Feature

Customers need a robust Security Deposit feature, like in Procare Desktop. The current solution is to Charge the Family Ledger, Receive a payment, Create a Ledger Account, and Receive a payment. When ready to apply the payment to the family ledger...
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Add ability for centers to multiply a daily rate for billing purposes

Some Centers bill monthly and want to be able to charge daily. In Desktop there is a way to run the billing and multiply the amount of days in the month. This is not billing based on attendance as they want to charge the daily regardless if the ch...
Chasity Dorsey about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Future consideration

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers
Jesse Hartman 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Allow Bi-Weekly Recurring Plans to Invoice during the 2nd Week of the cycle

The majority of centers that bill Bi-Weekly have payments due the Friday before a new 2 week period. Procare Online invoices within the first two weeks of a Bi-Weekly cycle, causing many centers to have to manually invoice instead of using Recurri...
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 8 Future consideration

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Include a traditional semi-monthly (custom option like in reports) option for billing

This is useful for centers that are trying to align their billing plans with parents who get paid semi-monthly. I have had several centers that have asked for this. The current workaround is for centers to bill by a week and a half, but it ends up...
Kelli Boreson 12 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Editable Invoice

Client would like to be able to Edit an Invoice to do the following: 1. Customize Center's Billing Address display - Add Center's Telephone - Add Center's Email Address 2. Add Parent's Names & Billing Address to Invoice- Remove "Billed For (Ch...
Jessica Furey almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Show names of non-active students on tax statements

Currently only the names of active students will be displayed on a tax statement. If a student is not active, their name and date of birth will be blank.
Rob Relf 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration