How to remove, edit, or add Mileage Reimbursements to client's invoicing.
Removing a Mileage Reimbursement previously added to client's profile:
1. Access client's profile and select the Invoicing section.
2. Select or create a billing period the mileage was added to by caregiver. Click Load.
3. Select the Mileage Reimbursements field to drop down the details of the reimbursements.
4. Click the garbage can to Delete any entries, if needed.
Note: once delete, you are not able to undelete.
Editing a Mileage Reimbursement in client's profile:
1. Access client's profile and click on the Invoicing section.
2. Select the billing period and click Load.
3. Select the Mileage Reimbursements field. Select the pencil icon to edit the reimbursement.
4. Click, Save when completed with edits.
Adding a Mileage Reimbursement to a client's profile.
When a caregiver forgets to add a mileage Reimbursement it can be manually added to the client's profile by following the below steps:
1. Access the client's profile and select, Invoicing.
2. Select the billing period, and click Load.
3. Under the Mileage Reimbursement section click the pen/paper icon to create a entry.
4. Fill in the information from the reimbursement, click save when completed.
5. This will now show on the client's invoicing.
Note: You may need to regenerate the invoicing if already created if you are not seeing the reimbursement.
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