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Procare Solutions Internal Ideas Portal
Created by Kelli Boreson
Created on Aug 16, 2024

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to replicate the CRM payment and then submit a 1 time manual received payment to bring it to the ledger. Also centers are sure if the PC ledger and their bank account will reconcile without seeing the CRM payment in the family account ledger.

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