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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 about 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 about 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

Allow Messaging to On Hold Families

BJ Long at Primrose School of Simpsonville at Five Forks would like to have the option to message Families that are currently in the Enrollment status "On Hold." BJ advised that the families listed under "On Hold" are their pre-registered and wait...
Guest over 1 year ago in Primrose Private Ideas / Parent Communication 0

Student Management - Report

Requested by Sarah Gillbert, an accountant at Primrose school of Lakewood Ranch Town Center in Case 01378282. We need to be able to see when students are added, when they leave, if they are being billed/not, and if their billing changed. The goal ...
Lexi Hueseman over 1 year ago in Primrose Private Ideas / Reporting 0

be able to process ACH returns through Tuition Express

Be able to process ACH returns through Tuition Express. 2. Allow partial refunds.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Accounting/Billing 0

The ability to delete ratio monitoring alerts in bulk

The PS of Virginaia Beach South has submitted this idea to save time when deleting alerts.
Michelle Lackey over 3 years ago in Primrose Private Ideas / Activities 0

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

Enhance the Detailed Transaction Breakdown Report (Summary tab) to show beginning and ending sum of credit and debit balances

Allows for more effective reconciliation on a weekly/monthly basis
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned