When generating claims or invoices in Invoice Batches, Brevity will only include completed shifts and shifts where the funding source on the Service is on a cash basis.
To generate an invoice, you need to click on clients. Then click Invoice Batches.
These are the topics on this page:
Create an Invoice
To create an invoice for the completed shift of the client, click on create invoices.
A new window will appear. Select the funding source (cash) and then select the date(s) you want to generate the invoice. Then click next
It will list all the completed shifts with cash as the payment basis
If you want to check the details of the Service, you can double click it and it will show the details of the service.
Click on Close Icon to go back to the previous page.
Select the Invoice(s) you want to generate and click Generate Invoice Button to generate the claim
Click ok to confirm and proceed to generating the invoice.
Printing Invoice
If you look at the main page of invoice batches, it shows all the available invoices that are created. You can search for the specific invoice that you want to print by specifying the dates you create the invoice using date field, or you can search for the employee who created the invoice in the search field, or you can use both to narrow the searching of the invoice. Click on the invoice and then click edit, or you can double-click the invoice to edit it.
Click print invoices to generate the invoice
Another screen will pop up and it will show the printed invoice. Click on the save icon. You can save the invoice in excel, PDF or word format. Click close to return to the previous screen
Manage Payments
You can set the status of the invoice if the payment has been received, rejected or cancelled. Open the invoice and click manage payments to set the status of the invoice
On the screen below, click on the status dropdown to set the status. You can add comments by using the text field. Then click save to save the status
Once the invoice is fully paid, the invoice will be removed from the invoice batch main page.