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OL - Billing & Accounting

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Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards

BAM 32162515 - Being able to turn off just Debit card and give the option for parents to set up only ACH or Credit Cards
Pam Littleton 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Allow Bi-Weekly Recurring Plans to Invoice during the 2nd Week of the cycle

The majority of centers that bill Bi-Weekly have payments due the Friday before a new 2 week period. Procare Online invoices within the first two weeks of a Bi-Weekly cycle, causing many centers to have to manually invoice instead of using Recurri...
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 8 Future consideration

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 almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Guardian Rather than Parent on Statement

Adult daycare facility would like when clients print the Statement for it to read Guardian rather than Parent BAM 86068955 requested this
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Text Invoices and Reminders

Center wants invoices/ reminders to be texted as well as emailed BAM 68901229 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

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

Include a traditional semi-monthly (custom option like in reports) option for billing

This is useful for centers that are trying to align their billing plans with parents who get paid semi-monthly. I have had several centers that have asked for this. The current workaround is for centers to bill by a week and a half, but it ends up...
Kelli Boreson 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

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

Editable Invoice

Client would like to be able to Edit an Invoice to do the following: 1. Customize Center's Billing Address display - Add Center's Telephone - Add Center's Email Address 2. Add Parent's Names & Billing Address to Invoice- Remove "Billed For (Ch...
Jessica Furey almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration