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Procare Solutions Internal Ideas Portal
Workspace Tuition Express
Created by Javier Madera
Created on Dec 19, 2024

MESSAGE WINDOW - Cancel/Edit any processing fees Message - After Cancelling/Modifying batch

When centers cancel or modify a batch, it would be helpful if the system would remind the current user cancelling/modifying the batch, to cancel/modify any card processing fees if the center is surcharging. This would help remind clients to cancel the processing fees for an initial batch, before they process a second batch, so they do not over charge parents for the previous processing fees + the original tuition amount + the new processing fees. At the moment, when a center cancels a batch or modifies a batch, this does NOT impact the previous card processing fee that was automatically created by the system, when the batch was created initially. If a center does not cancel the processing fee after the corresponding batch was cancelled, it will stay as a balance that is not altered, unless it is manually voided or altered.

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

Center was extremely upset that the system does not notify the user in any way to cancel/modify any processing fees that were automatically created by a batch within Desktop, that if cancelled or modified, that the processing fees would also need to be modified/voided, prior to running a new batch.

Client will need to know prior to running a second batch, that if the first batch was cancelled, they must void that corresponding batches processing fees. Client warned other locations of this issue (as they were on a board) so that they could also review their billing, and if no resolution, were looking to churn

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