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 check boxes for the visits you need to invoice. Then do one of the following:
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Select the Save & Next button to save all selections on the current page. Review and select invoices from all pages in the search results. Then select the Invoice Batch button.
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Select the Select All & Save button to save visits from all pages in the search results. Then select the Invoice Batch button.
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Select the Generate All Invoices button to invoice every visit returned in the search results.
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The following message displays when a visit is invoiced by another user:
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The following message displays when attempting to save a visit in a batch that was saved by another user:
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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 # 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 check boxes for the visits you need to invoice. Then do one of the following:
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Select the Save & Next button to save all selections on the current page. Review and select invoices from all pages in the search results. Then select the Invoice Batch button.
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Select the Select All & Save button to save visits from all pages in the search results. Then select the Invoice Batch 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.
