OL - Billing & Accounting

Showing 57

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

1 VOTE

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)

Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

1 VOTE

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

1 VOTE

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month

Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

5 VOTE

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

1 VOTE

Be able to track subsidy the same as Desktop -- all the same capabilities

BAM 15529103 - Be able to track subsidies the same as Desktop -- all the same capabilities

Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Will Not Implement

15 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 Future consideration

1 VOTE

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers

Jesse Hartman 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 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 about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Future consideration

Please enter your email address

FILTER BY CATEGORY