How do I bill contracts?
Follow the steps below to bill a contract.
The New Invoice - (Internal) function is used to generate invoices for visits authorized by Internal Contracts only. Follow the steps below to bill an internal or UPR contractor.
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Go to Billing > New Invoice - (Internal).
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Enter the search parameters and then select Search.
Leave the From Date field blank. The search results show all visits eligible for invoicing. -
Select the checkboxes for the visits you need to invoice. Then do one of the following:
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Select the Add to Batch & Go to Next Page button to save all selections on the current page. Review and select invoices from all pages in the search results. Then select the Generate Batch Invoice button.
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Select the Add All to Batch button to save visits from all pages in the search results. Then select the Generate Batch Invoice button.
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Select the Generate All Invoices button to invoice every visit returned in the search results.
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Go to Admin > Process Monitor > Billing to review the processing status of the invoices.
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Go to Billing > Invoice Search and then select By Batch, By Invoice, or By Visit to search for the invoice.
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Select the Batch Number link or Invoice No. link to open the invoice to review details.
The New Invoice Batch is used to generate invoices for linked contracts. Follow the steps below to bill linked contracts.
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Go to Billing > New Invoice Batch.
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Enter the search parameters and then select Search.
Leave the From Date field blank. The search results show all visits eligible for invoicing. -
Select the checkboxes for the visits you need to invoice. Then do one of the following:
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Select the Add to Batch & Go to Next Page button to save all selections on the current page. Review and select invoices from all pages in the search results. Then select the Generate Batch Invoice button.
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Select the Add All to Batch button to save visits from all pages in the search results. Then select the Generate Batch Invoice button.
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Select the Generate All Invoices button to invoice every visit returned in the search results.
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Go to Admin > Process Monitor > Billing to review the processing status of the invoices.