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OL - Billing & Accounting

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Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Minimum Payment

Center would like to automate/set a minimum payment amount for his families so that if he has subsidy students who are only paying a couple dollars a week, they wouldn't be able to pay until they reach a balance of the amount set by the center. BA...
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Same day Autopay

I spoke with a Primrose owner who was confused when Auto pay did not run for the majority of parents. The school added a supply fee to ledgers on 8/15/2024 with a due date for the payments of 8/15/2024. The time stamp on the charges was for 5:30p...
Lexi Hueseman about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Control Online Payments for single family

Allow schools to turn on/off the ability for specific families to make payments online
Rob Relf 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 7 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information