PCC Receipt Auto Generation

Receipts will automatically post in Smartcare towards the invoice balance when the PointClickCare send action is clicked.

Steps:

1. Navigate to the Site Settings and find your agency's PointClickCare Settings. Toggle to automatically generate receipts and Save.

2. From Payer Invoicing, Lock the invoice period and send Invoice to PointClickCare

After Sending, the invoice balance sets to zero:

3. To confirm the amount, you may Unlock the Invoicing Period and click into the Receipt action for the invoice. The invoice that has been generated will state the following:

Notes:

In the event it becomes necessary to delete an invoice in order to resend an updated amount to PCC, it will now also be necessary to delete the automatically generated receipt. That can be done by clicking the Receipt Action on the invoice, then clicking the Trash icon.

If you have an Account Balance that is larger than the Invoice balance, you may go into a previous billing period and with the Invoices unlocked, click on the Receipt Icon for each Client or Payer and Create Receipt.

The Receipt should total the outstanding balance and be applied to each outstanding invoice.

(See Below for Reference)​

• Related Articles

• 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 ...

• 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 ...

• 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 Add and Deactivate G/L Accounts

  Below are some steps to add & deactivate G/L Accounts in Aaniie. Add G/L Account 1) Menu > Accounting > G/L Accounts 2) Click the paper and pencil icon 3) Fill in the Account Name and a Description of this account and click Save. Deactivating G/L ...

• 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 ...