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Indicator for missing schedule and billing

Customer would like an indicator or warning when an enrolled student does not have a current schedule or recurring billing Plan They have run into multiple times where a student is enrolled and they realize the schedule or billing had not been ent...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Student Data 0 Future consideration

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 about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

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

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

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

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

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

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

Be able to delete the first line of a Recurring Plan or Invoice

Currently an Invoice or Rucurring Plan (Tuition) will not allow you to delete the top line on the Invoice.This is by design as an Invoice would require at least one item.I would like it to be able to be deleted on the condition that other line ite...
Beth Carlin about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

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