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 ...
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 ...