Client's billing report can be accessed from left hand side navigation.
The client Billing Report page enables you to conduct the following functions:
Review shift information before invoicing and edit shift details
Edit specified shift details
Reviewing Shift Information
Within the client Billing Report page you can review the following information for each shift:
It's crucial to the invoicing process to ensure that all rates are assigned correctly to each shift. If no rate is assigned to a service, the shift will be highlighted red in the client shift breakdown page.
Ensure that staff are assigned to each shift
Ensure that staff already assigned to the shift are not double-booked with other clients.
Edit Specified Shift Details
The following details can be edited from the client shift breakdown page:
Rate Group: This enables you to assign rate groups (with their corresponding rates) to the shift.
Ratio: Enables you to edit the client:staff ratio
Funds: Allows you to assign a fund to charge the service cost to. Related article: Funds Management
Start/End Time: This only amends the client's attendance within the shift NOT the shift end/start time. Thus the duration of the sift may remain the same however the client may have only been present for a portion of the shift.
Mileage: Any mileage incurred during the shift can be added here
Expense: any additional cost incurred specifically by the client can be allocated here.
Absent/Remove: Very applicable for group programs where some clients may have been absent/need to be removed from the recurring shifts. Simply choose the correct option next to the corresponding client's name.
Click on the Link to know about generating invoices.
Click on the Link to know about generating fund management.