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Procare Solutions Internal Ideas Portal
Created by Lexi Hueseman
Created on Aug 24, 2024

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 5:30pm. I thought that it was possible that this payment did not cutoff for the day. Though I would have expected this to run the next day. I reviewed this functionality with our Tech services team. The team advised "Invoices were created later in the day with the same invoice due date 8/15 which is highly recommended against.

Autopay had already run for these accounts on 8/15 so the logic to pick something up the next day would not apply since it was already run. For these the amount will get pulled on the next invoice due date."

I believe this process is not intuitive for customers, While same day invoice can conflict with system functionality we do not directly prohibit this action in the system. I believe that invoices created after the payment cutoff time need to default to a next day due date to avoid confusion and coincide with system logic regarding auto pay running.

This functionality also needs to be outlined in our internal and external reference material.

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