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Showing 172 of 2019

Payment Receipt email should include the name of the school.

BAM 74039102 - Payment Receipt email should include the name of the school, since some families have children at different schools that use Procare
Pam Littleton 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Import Procare Invoice Numbers Into Quickbooks

When an invoice is imported into QuickBooks there is no Procare Invoice Number. It would be nice to be able to view the Procare invoice number within QuickBooks
Sarah Rogers 6 months ago in Online Ideas Workspace / OL - Billing & Accounting / Other 1 Needs More Information

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 about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 5 Needs More Information

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

Failed payment for Procare email to provide steps on how to update payment method

Customer is upset because he has to call into support as the email for his failed monthly Procare payment did not provide the steps for him to update payment method. Add steps for updating the Online payments into the failed payment email sent to ...
Kelsey Boyd 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

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

Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 2 Will Not Implement