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OL - Billing & Accounting

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Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Minimum Payment

Center would like to automate/set a minimum payment amount for his families so that if he has subsidy students who are only paying a couple dollars a week, they wouldn't be able to pay until they reach a balance of the amount set by the center. BA...
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

End Date

I believe that instead of it saying "End Date" in the recurring plans section, it may be less confusing if it said "Last Invoice Date". As it can be confusing. Is it the month of the last invoice or the first month that you do not want to send the...
Courtney Kintzel 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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

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

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

Control Online Payments for single family

Allow schools to turn on/off the ability for specific families to make payments online
Rob Relf 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0