Procare Solutions Internal Ideas Portal
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OL - Billing & Accounting

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

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

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

Separating credit cards & debit cards in BAM for center payments.

Center wants to enable TE45 but are aware that many families will use the debit card option due to the lack of a fee. Parents will put their credit card numbers in the debit card field to avoid the extra charge. This is one of many centers that ha...
Marissa Ryan almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

Alert Admin Users when parent changes their Payment Account

Schools are charged different processing fees for ACH and Credit Card Payments. The schools want to be aware of the changes in fees to expect due to the Parent switching in between ACH and Credit Card.
Beth Carlin almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Allow Centers to Close Accounting Periods

Centers have requested to be able to lock or close accounting periods in Procare Online.
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Batch ability to resend invoices

For centers with larger family/student counts, they would love the ability to batch when it comes to resending invoices. The center that specifically asked for this request has 250 families.
Marissa Ryan almost 4 years ago in Online Ideas Workspace / OL - Billing & Accounting 0