FAQ: How do I add in the system if the amount being billed and paid are different?
Question: I have a 6 hour service booking that has been provided. However, part of the amount will be waived as the client does not have sufficient amount in the funding; whereas the staff member will be paid for the entire shift (6 hours). How can I add this to the system?
This can be achieved by adjusting the 'Bill Using' underneath the Visit Duration section. You are able to view the booking details from several areas within the system:
1. Teams Scheduling page
a. Navigate to TEAMS within the SCHEDULES module
b. Click on the i icon to view the booking details
c. Click on Billing & Payroll section within the booking details
d. Scroll to Line Items section to view the details on Visit Duration
e. Ensure that the 'Custom Time' option has been selected for the 'Bill Using' field, and add a custom start and end time that to ensure that the correct amount will be charged
f. Scroll to the bottom of the page to add a comment on the changes made
g. Click Save to finalise the adjustment
2. Calendar section within the Client Profile
a. Navigate to the client profile
b. Click on the Calendar section within the profile
c. Click on the booking that you are looking to adjust the billing amount
d. Scroll to the Line Items section within the booking details, and Visit Duration field within that
e. Add an amount under the Billing Rate Override field to ensure that the correct amount will be charged
f. Scroll to the bottom of the page to add a comment on the changes made
g. Click Save to finalise the adjustment
3. Service Review Action Board (if the booking has been allocated)
a. Navigate to SERVICE REVIEW within the ACTIONS module
b. Click on the pink hyperlink to view the specific booking
c. Scroll to the Line Items section within the booking details
e. Add an amount under the Billing Rate Override field to ensure that the correct amount will be charged
f. Scroll to the bottom of the page to add a comment on the changes made
g. Click Save to finalise the adjustment
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