If you require to invoice different entities for a participant then ShiftCare makes it really easy for you to manage this process. In example below, we will look at invoicing Plan manager and carer for our participant Alex.

Firstly, open up a profile under Client list and click on a given participant in the list. Then start by creating additional contacts, for example Plan manager details.

👉🏽 You can create as many contacts as required, for example, primary physician, parents etc.

If most of your invoices go to this contact (plan manager in our example) then choose this contact as Billing Contact. This will ensure that during invoice generation phase billing contact is automatically set, which can be updated if required.

On the client's details page you can select the Add button to complete the contact's details.

Once you complete your setup, you should see something similar to below image:

Did this answer your question?