Related Articles
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 ...
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.
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 ...
Creating a Recurring Fee
The following process will allow for an agency to set up a recurring fee that takes place either monthly, weekly, or daily depending on what they indicate. Step 1 Setting up Program, G/L Code and Charge Code: Prior to setting up the fee itself there ...
Shift Signatures
This report is highly recommended to use for submitting to Long Term Care Insurance, or in any instance that they deem necessary to have both fees and completed tasks, without having to run an invoice. Within this report you can see client and staff ...