Overview

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
  • Generate Invoices
  • Funds Management

Reviewing Shift Information

Within the client Billing Report page you can review the following information for each shift:

Rates

  • 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.

Staff:

  • 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. Related articles: Adjust Client Attendance at Shift Level &  Adjust client's attendance in reoccuring shifts
  • 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 reoccuring shifts. Simply choose the correct option next to the corresponding client's name.

Generate Invoices

  • Click on the Link  to know about generating invoices.

Fund Mangement

  • Click on the Link  to know about generating fund management.

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