Getting There
- From the Procare Home screen click Configuration > System.
- Go to Accounting Management > Family Accounting > dbl-click Billing Formulas.
Set up Billing Formulas
Standard formulas are included to accommodate typical situations like hourly rates, half day / full day, before & after school, overtime, extra days, late pick up and so forth.
Let Procare Support help determine which formulas are most appropriate for your situation.
Custom Formulas may be created for a fee.
Edit an existing formula:
- Dbl-click the formula name like “Hourly / Daily (attendance)”.
- At the Formula Builder screen make any necessary changes, like changing the hourly rate.
- Click Save > Exit to return to the list of Billing Formulas then click Exit again.
Create a New Formula:
Decide which of the existing formulas is closest to the new formula you wish to create. This will be used as a starting point for your new formula.
Important! Creating your own formula from scratch is not recommended. Always use an existing formula as a template.
- Click once on an existing formula to select it. This will be the “template” for your new formula.
- Click New Formula. Answer Yes to use the selected formula as a template.
- Give the formula a Name like “Infants - Hourly” and a Description like “Charge hourly based on attendance” then click Save. You’ll return to the Billing Formulas screen.
- Dbl-click the name of your new formula to edit it.
- At the Formula Builder screen make any necessary changes, like changing the hourly rate.
- Click Save > Exit to return to the list of Billing Formulas then click Exit again.