OL - Billing & Accounting

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Add Permission to receive or not receive Failed Billing Notification

Customer would like an additional permission to determine if a user should receive a failed billing notification.Currently a user needs to be an admin and have full access to BillingThe customer does not everyone under this category to receive the...

Beth Carlin 2 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Notifications / OL - Permissions 1 Needs More Information

21 VOTE

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

4 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 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

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

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

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

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