Procare Online

Creating a multifamily account with and without existing transactions

Enabling Multifamily Billing

Procare Training

Matt

Create recurring plans and collect online payments

Billing and Payments

A brief overview introducing recurring plans

Billing & Invoicing Overview

Billing Plans for Multifamilies

Tuition-Based Recurring Billing Plans

How to setup an attendance-based billing plan

Attendance-Based Recurring Billing Plans

Edit or Cancel a Recurring Plan

Pause, Resume, or Cancel multiple plans quickly in bulk

Batch Action for Recurring Plans

Edit or delete recurring tuition and attendance plans

Manage Plan Templates

Set your recurring attendance plan to round up 15, 30, or 60 minutes

Attendance Plan: Bill per Half Hour or Custom Time Increment

Tuition and Attendance Recurring Plans

Steps to Generating Manual Invoices for Families with Multifamily Billing Accounts

Invoicing Multifamily Billing Accounts

Setup your account to accept Debit, Credit and ACH payments

Setting Up A Billing Account: Procare Center

Invoicing

Manually record payments and print receipts for parents

Receive Payments: Cash or Check (or Other)

Issue a credit or edit/delete an existing credit

Provide a Credit

Billing Filters (Amount Paid, Amount In Process, Amount Unpaid)

Issuing a refund for a payment made by check, cash, credit card or bank account

Issue a Refund

Payments, Credits, Refunds

Email bills to parents via the app, including subsidy and discount charges

Invoices and Credits: Create, Edit, or Cancel (app)

Record cash, check, credit card, or other payment transactions

Payments: Receive, Edit, Refund, or Cancel (in app)

Mobile Billing

Quick overview of the Subsidy Accounting feature

Subsidy Accounting Overview

Learn how to create a new subsidy account

Creating a New Subsidy Account

Subsidy Account: Student Summary

Subsidy Account: Transaction Detail

Setting up Recurring Subsidy Invoices

Subsidy: Billing Parent Copay & Tuition on a Different Cycle

Subsidy Accounting

Track expenses like subsidies, office supplies, building costs, etc.

Create Ledgers for External Expenses

Understanding Transactions

School Transactions

Access and download Family Balances and Transactions (Payments and Reports)

Billing Reports

Determine which parent payments were included in your bank deposit for a particular day

Payout and Deposit Reports (Stripe)

Year-End Tax Statements

Reports and Statements

Parent Emails for Billing

Tuition Express Guide

Who to contact when a parent's payment is declined

Declined Parent Payment

Parent(s)/Schools can pay one transaction fee even when sending multiple invoices or setting up multiple recurring plans