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Procare Solutions Internal Ideas Portal
Created by Jesse Hartman
Created on Dec 10, 2025

Billing Preset Enhancements

Customer expressed that they would like to see enhancements to billing presets:

  • Be able to change the sort order to alphabetical, and/or the ability to manually change the order in which they appear in invoices/recurring plans

  • A way to organize those presets into different 'folders' to help them manage them more effectively

  • Attach files