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OL - Billing & Accounting

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CRM Payments to show in Billing Account ledger

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...
Kelli Boreson 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Scheduled batch billing

Ability to bill families based on a schedule and to bill on more types of schedules such as annually and quarterly.
Rachel Haver 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Remove $0 charges from recurring attendance plans

This center has many possible charges in their recurring attendance plans, and it's overwhelming for them and parents to see all of the charges when many of them are $0. They'd like $0 charges to be hidden from the invoice and from reporting.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

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 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0