NB: Only the finance role will be able to see these actions listed below
Jump to:
Making adjustments to visits in closed billing run period
Once a Billing Run is closed and the invoices have been published, any adjustment to visits needs to be done by creating credit notes and invoices that will appear in the next billing run.
Adding visits to a closed billing run period
Navigate to the Roster on the Member that needs the visit
Create a New Exceptional visit at the time the visit should have occurred (you can do this by double-clicking on the Roster).
Enter the details of the visit, such as the Helper, Services, Product and Start and End Time and select Save.
Navigate back to the visit on the Roster
Select Checkout and then Save
Click on Invoices.
Click on Generate Invoices.
The new invoice will appear in the next billing run statement.
You can also publish the invoice immediately, by clicking on the invoice number and then selecting Publish.
Adjusting times in a closed billing run period
Navigate to the Roster on either the Member or Helper.
Select the applicable visit in the roster, this will bring up additional information about the visit (on the right-hand side).
Select Edit Checkout.
In the Actual Times section, update the Check In or Check Out to the new time and select Save.
Select the visit in the Roster.
Select Invoices.
Click on Reverse next to the existing relevant invoices for this visit.
This will create credit notes for the invoice.
If applicable, you will need to reverse both the platform fee and the helper to member invoice.
Click on Generate Invoices.
This will create new invoices based on the adjusted times. These invoices will appear in the next billing run statement
The credit note and new invoice will appear in the next billing run
Cancelling visits in a closed billing run period
Navigate to the Roster on either the Member or Helper.
Select the applicable visit in the roster, this will bring up additional information about the visit (on the right-hand side).
Select Unaquit.
Select Cancel. You will then be prompted to select a Reason for the cancellation and to add a Note.
Select the visit again to bring up the additional visit information.
Select Invoices.
Select Reverse next to the existing relevant invoices for this visit.
This will create credit notes for the invoice and will appear in the next billing run.
If applicable, you will need to reverse both the platform fee and the helper to member invoice.
