Related Articles
How to Find a Credit
While handling accounting, there may be instances in which you discover a client has a credit on their account, but cannot find where/when it stems from. There are two ways to easily find the billing period that the credit exists in. Via Invoices ...
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 ...
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 ...
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 ...