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Failed payment for Procare email to provide steps on how to update payment method

Customer is upset because he has to call into support as the email for his failed monthly Procare payment did not provide the steps for him to update payment method. Add steps for updating the Online payments into the failed payment email sent to ...
Kelsey Boyd about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

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 about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 6 Future consideration

Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Import Procare Invoice Numbers Into Quickbooks

When an invoice is imported into QuickBooks there is no Procare Invoice Number. It would be nice to be able to view the Procare invoice number within QuickBooks
Sarah Rogers 5 months ago in Online Ideas Workspace / OL - Billing & Accounting / Other 1 Needs More Information

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak 12 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an "activity fund" they they can deduct from each month as the activities occur Yes, families can edit how much they are paying when it comes time to pay a tuition invoice, but it will be confusing for families bc it will appear that they owe less with the "activity fund" credit money they have.

BAM 55316822 - Center needs to be able to allow families to pay on seperate invoices, rather than the total due. If they add a "credit" then that will deduct from their bill. They do not want this to occur. They need families to be able to have an...
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

ability to take POS outside of family ledgers for donations

BAM 81507696 - ability to take POS outside of family ledgers for donations
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 5 Needs More Information

AR report as of a specific date

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...
Jesse Hartman 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 1