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OL - Billing & Accounting

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

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 17 Planned

Ability to Refund Families After 90 Days

Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 0

adjust the default year when running tax statements

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...
Debbie Scarlett Foster 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Quickbooks - 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 about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Batch Late Payment Fee

It's super important for center's to easily assess a late payment fee to all parents who still owe a balance as of a certain date or day. Desktop has this, BrightWheel has it, and center's are asking for it on every call.
Guest over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 5

Hide Pendo Advertisement of TE to Customers Outside of US

For customers outside of the US, they will need to use Stripe as their payment processor. A better customer experience would be to remove the pendo that advertises TE in the top right corner sinc ethey cannot use TE.
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 2 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 10 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 1