Payer Invoicing
Overlapping Invoicing Period
Here is some help regarding what an overlapping invoicing period means and how you can rectify this! What is an overlapping invoicing period? If you are creating an invoice for a client and are presented with this error message: it means that a ...
Applying/Handling a Credit
Here's some tips on how you can apply/handle a credit in Smartcare: Discount - The simplest way of handling a credit is to apply a discount to the current (or future) invoice for the client. 1) Go to the Client's profile (Menu > Clients > Client ...
PCC Receipt Auto Generation
Receipts will automatically post in Smartcare towards the invoice balance when the PointClickCare send action is clicked. Steps: Navigate to the Site Settings and find your agency's PointClickCare Settings. Toggle to automatically generate receipts ...
Client Invoicing Forms
Please see the attached document to view the Client Invoicing Forms Tip Sheet. This tip sheet shows examples of each client invoicing form and how it is displayed on the invoice PDF.
Edit date on invoice
Click on the calendar icon to the left of the billing period dropdown in payer invoicing, you can set your own invoice date.
Bulk Invoicing
When invoicing multiple clients at once, bulk invoicing can increase productivity by reducing the time needed to process invoices. To get started, please download our Tip Sheets here. You will learn: How to set up bulk invoicing How to set up credit ...