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Procare Solutions Internal Ideas Portal
Status In Review
Workspace TE Transactions
Created by Guest
Created on May 28, 2024

Saved Payment Methods Report

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing.

Product Area Payments
Are customers at risk of leaving Procare without this item? Yes
Are customers going to competitors for this item? Yes - Brightwheel
How does this impact the customer's business?

Both Desktop and Online customers request a report that lists the families and their saved payment methods for Processing. 

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  • Admin
    Jacob Hunsicker
    Sep 12, 2025

    We are currently Partnering with Online to ensure they are aware of the information that is available to enrich their own data to expose this to our clients. Will not be implemented on the TE side but each application has the data available.