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

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

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 about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 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 over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

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

Allow partial refunds within the Issue Refund option available for collected payments

Avoid the need to fully refund and then charge the difference
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

Batch Edit Invoice

Center would like to be able to batch change invoices BAM 39184867 requested this.
Kelly Kohlhagen 9 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 9 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 9 months ago in Online Ideas Workspace / OL - Billing & Accounting 2 Needs More Information

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