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OL - Billing & Accounting

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Update decline error message in Online for ACH failures due to not being able to connect to TE

Please update the decline error message in Online for ACH failures that occur when the system is unable to connect to Tuition Express (TE). The current message should be revised to clearly indicate that the failure is due to a connection issue wit...
Brian Bistline about 1 month ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Add time stamp for last update to Billing Filter Buttons

The calculated balance amounts displayed on the Amount Unpaid and Amount In Process filter buttons within the Billing section are not updated in real time. This delay has led to confusion and mistrust among hundreds of customers who rely on these ...
Brian Bistline 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Credit Card Surcharging Opt-In for Primrose Locations

Primrose plans to offer credit card surcharging functionality in Q2 2025. I suggest allowing center owners to opt-in to surcharge through a self-service model, similar to how Stripe integration currently works in Procare Online. Key Features: Surc...
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Will Not Implement

Online Quickbooks Integration - ability to map ledgers

Users would like a way to map Quickbooks ledgers to Procare ledgers, so that not all transactions come into the same account in Quickbooks. The integration should have an option to map specific charge/credit descriptions to certain Ledger accounts...
Shannon Nowak 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Import Procare Invoice Numbers Into Quickbooks

When an invoice is imported into QuickBooks there is no Procare Invoice Number. It would be nice to be able to view the Procare invoice number within QuickBooks
Sarah Rogers 21 days ago in Online Ideas Workspace / OL - Billing & Accounting 1 Needs More Information

Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Recurring invoices adjustment

A customer has a school of almost 300 kids, all of whom only attend on occasion and unexpectedly, and when they do, their recurring attendance plan bills them. However, when they don't attend, they are invoiced $0. While it makes sense why this ha...
Red Lake 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 20 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 20 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 20 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information