Client Invoicing Forms

Client Invoicing Forms

Client Invoicing Forms Tip Sheet

Overview

Client Invoicing Forms provide a flexible way to add, adjust, transfer, and correct charges directly on a client's invoice. These forms can be used for additional services, reimbursements, deposits, billing corrections, balance transfers, credits, discounts, write-offs, and more.

Common uses include:

  • Adding mileage reimbursements

  • Recording reimbursable expenses

  • Correcting previous billing errors

  • Transferring balances between payers

  • Managing client deposits

  • Charging miscellaneous fees

  • Billing additional products or services

  • Processing refunds

  • Applying discounts

  • Writing off balances


Accessing Client Invoicing Forms

Navigate to:

Menu → Clients → Client Management

  1. Open the desired client profile.

  2. Scroll to the Invoicing section.

  3. Select the appropriate billing period.

  4. Click the Load arrow.

  5. Select the edit pencil beside the invoicing form you wish to use.

Important

If an invoice has already been generated in Payer Invoicing, any changes made through Client Invoicing Forms will require the invoice to be regenerated before the updates appear on the invoice.


Mileage Reimbursements

Mileage Reimbursements allow managers to manually add caregiver mileage when it was not entered on the caregiver's punch card.

Common Uses

  • Missed mileage entries

  • Manual mileage adjustments

  • Travel reimbursement corrections

Company Card Option

If Company Card is selected:

  • The caregiver will not be reimbursed.

  • The mileage will still appear on agency expense reporting.


Reimbursable Expenses

Reimbursable Expenses allow managers to manually enter expenses incurred by caregivers that should be reimbursed.

Common Examples

  • Grocery purchases for clients

  • Supplies purchased during care

  • Approved client-related expenses

This option is useful when the caregiver forgot to enter the expense during visit documentation.


Billing Corrections

Billing Corrections allow adjustments to invoices when an error occurred in a previous billing period.

There are two correction types:


Balance → Credit

Use when a previous billing correction results in the payer owing less money.

Example

The client was overcharged on a previous invoice.

The correction creates a credit balance.


Credit → Balance

Use when a previous billing correction results in the payer owing more money.

Example

The client was undercharged on a previous invoice.

The correction adds the outstanding balance back to the account.


Balance Transfers

Balance Transfers move unpaid balances between payers.

Common Uses

  • Moving responsibility from a client to an invoicee

  • Moving responsibility from an invoicee to a representative

  • Correcting payer assignment errors


Client → Invoicee/Representative

Displays on the invoice as:

Balance Deduction

The client's balance is reduced and transferred to the other payer.


Invoicee/Representative → Client

Displays on the invoice as:

Unpaid Balance Adjustment

The balance becomes the client's responsibility.


Credit Transfers

Credit Transfers move available credits between payers.

Common Uses

  • Applying an overpayment to another responsible party

  • Correcting credit ownership

  • Moving excess payments between payers


Client → Invoicee/Representative

Displays as:

Relinquished Credits

The client gives up ownership of the credit.


Invoicee/Representative → Client

Displays as:

Credits

The credit is transferred to the client.


Service Deposits

Service Deposits record money collected before services begin.

Common Uses

  • Security deposits

  • Advance service deposits

  • Payment guarantees

Deposits provide protection if services are rendered and payment is later disputed or unpaid.


Service Deposit Returns

Service Deposit Returns are used when services have ended and a previously collected deposit must be returned.

Common Uses

  • Client discharge

  • Contract termination

  • Refundable deposits

The return reduces the deposit balance held by the agency.


Miscellaneous Fees

Miscellaneous Fees allow agencies to add one-time charges not associated with scheduled services.

Common Examples

  • Administrative fees

  • Special service fees

  • Late payment fees

  • Additional service charges

These charges appear separately on the invoice.


Billable Products and Services

Billable Products and Services allow agencies to charge for additional items or services beyond scheduled care.

Common Examples

  • Transportation services

  • Medical supplies

  • Care packages

  • Additional support services

Important

This feature must be enabled by Aaniie Support before it becomes available in Client Invoicing Forms.


Refunds

Refunds are used when money should be returned to the payer.

Common Uses

  • Returning overpayments

  • Correcting excess credits

  • Adjusting account balances

A refund reduces available credits by returning funds to the payer.


Discounts

Discounts reduce the amount owed by the client.

Common Uses

  • Billing error corrections

  • Customer service adjustments

  • Promotional discounts

  • Goodwill credits

Discounts appear as separate line items on the invoice.


Write-Offs

Write-Offs permanently remove outstanding balances from a client's account.

Common Uses

  • Uncollectible balances

  • Small balance adjustments

  • Agency-approved account forgiveness

Example

A client owes $800 but is unable to pay.

A write-off can be entered to remove the balance from accounts receivable.


Best Practices

Verify Billing Period

Always confirm the correct billing period before entering adjustments.

Regenerate Invoices

If invoices have already been generated, regenerate them after making changes so updates appear correctly.

Document Reasons

Include detailed notes whenever entering:

  • Billing corrections

  • Transfers

  • Discounts

  • Refunds

  • Write-offs

This improves audit tracking and reporting.

Use the Appropriate Form

Choose the form that best matches the adjustment being made rather than using miscellaneous fees for every situation.


Common Scenarios

SituationForm to Use
Caregiver forgot mileageMileage Reimbursement
Caregiver forgot an expenseReimbursable Expense
Client was overchargedBilling Correction (Balance → Credit)
Client was underchargedBilling Correction (Credit → Balance)
Move balance to invoiceeBalance Transfer
Move available creditCredit Transfer
Collect upfront paymentService Deposit
Return a depositService Deposit Return
Charge additional feeMiscellaneous Fee
Bill for extra serviceBillable Product/Service
Return money to payerRefund
Reduce invoice amountDiscount
Forgive unpaid balanceWrite-Off

Key Takeaway

Client Invoicing Forms provide a centralized way to manage invoice adjustments, reimbursements, deposits, transfers, credits, discounts, and write-offs. Using the appropriate form ensures accurate invoicing, cleaner accounting records, and better visibility into client balances and billing history.


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.
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