Skip to Main Content
Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

OL - Billing & Accounting

Showing 59

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

Same day Autopay

I spoke with a Primrose owner who was confused when Auto pay did not run for the majority of parents. The school added a supply fee to ledgers on 8/15/2024 with a due date for the payments of 8/15/2024. The time stamp on the charges was for 5:30p...
Lexi Hueseman 12 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Staff Signature on Tax Statements

Canadian center states that parents need a staff signature on their tax statements BAM 84134466 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Upload Receipts to Ledger

Center would like option to upload receipts on the ledger account tab BAM 44894399 requested this.
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

Attendance Based Subsidy Billing Formulas

In most states, subsidized agencies pay based on a combination of schedule and attendance. For instance, they will pay for all of the days a child is scheduled, unless a child is absent more than 5 days--then they only pay based on attendance. We ...
Guest about 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1

List Charges First and then any discounts

Client notes that her invoices must Show the Charge Line First and then any discounts Currently the invoices show charges in order of farthest from zero to greater than zero.
Jessica Furey almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Control Online Payments for single family

Allow schools to turn on/off the ability for specific families to make payments online
Rob Relf 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 7 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 3 Needs More Information

Set Invoice Due Date Reminder

BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0