OL - Billing & Accounting

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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 6 Future consideration

3 VOTE

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 2 Will Not Implement

4 VOTE

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.

Zachary Keith 11 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 1 Future consideration

15 VOTE

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 almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Future consideration

1 VOTE

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 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

3 VOTE

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 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

2 VOTE

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 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

12 VOTE

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

1 VOTE

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.

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

1 VOTE

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.

Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

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