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.

• Related Articles

• Regenerating an Invoice After a Write-Off (Prior Billing Period)

  When This Is Needed If a write-off is applied after an invoice has already been generated, the invoice will not automatically update to reflect that write-off. This results in: Invoice PDF not showing the write-off Remaining balance that should be $0 ...

• 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 ...