Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

OL - Billing & Accounting

Showing 54

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

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

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

Show names of non-active students on tax statements

Currently only the names of active students will be displayed on a tax statement. If a student is not active, their name and date of birth will be blank.
Rob Relf 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

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

Allow Centers to Add a Surcharge for Debit Card Payments

Many centers are greatly disappointed when they learn that Procare Online & Tuition Express can only add a surcharge for Credit Card Payments. Many centers that have used other processing services, like Stripe, are accustomed to passing on all...
Zachary Keith over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 3 Will Not Implement

Give Centers the Option to Include Full Balance on Invoices

Customers coming from EZCare have requested that the full balance be displayed on Invoices from Procare.
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0

Viewing non linked sibling ledgers from app

If a parent is paying for multiple student's services and those students are not siblings (meaning they are not linked) parents should be able to view both ledgers from the app just like they are able to view from online. There is no way to switch...
Marissa Ryan almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 2 Already exists

Ability to change wording in invoice email

Customer does not use TE because they are affiliated with a church that uses its own payment processor. The wording that goes out on the invoice email to parents is very confusing, because it prompts them to pay in the app, which they don't do. Th...
Shelby Hansen almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration