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OL - Billing & Accounting

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Recurring Attendance Plan Improvement for Late Pick Up Fees

I often have requests from customers who are using recurring Tuition plans but also want to be able to invoice parents for late pickup fees based on attendance. If you assign an attendance plan to a student who only has a tuition plan and the stud...
Debbie Scarlett Foster about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Ability to Refund Families After 90 Days

Some customers need to be able to refund families when the payment was made longer than 90 days ago. A recently implemented center said that when a family leaves their center, they issue a refund check for their deposit amount and this is becoming...
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 9 days ago in Online Ideas Workspace / OL - Billing & Accounting 0

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 4 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Allow Specific Days to be selected for Invoices and Recurring Plans

Centers need to be able to select specific dates for generation and due dates for invoices and recurring plans. Currently, the 1st-10th can be selected, then the 15th, then the 10th to the last - the last day of the month.
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Hide Pendo Advertisement of TE to Customers Outside of US

For customers outside of the US, they will need to use Stripe as their payment processor. A better customer experience would be to remove the pendo that advertises TE in the top right corner sinc ethey cannot use TE.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson 5 months ago in Online Ideas Workspace / OL - Billing & Accounting 0