Private Pay Invoicing

Invoices are generated at the frequency established in the Service Agreement. After time is approved, all records go into Financial > Invoicing > Private Pay, where they are divided into 6 cards: Failed, Ready, Approved, Invoiced, Final, and Write Off.

1. Review Failed records.

2. Post Ready records to the Client account. The records move to the Approved card.

3. Records stay Approved until the invoice generates according to the frequency settings from invoicing details: once a week, once a month, or once every two weeks.

4. Review generated invoices under the Invoiced card.

   1. New: A new invoice.

   2. Transferred: The balance of this old invoice has been transferred onto the new invoice.

   3. Click the Ellipsis under the Actions column to:

      • Add Notes.

      • View Client and Service Agreement details.

      • View invoice.

      • Download invoice.

      • Post payment.

      • Write off an invoice.

5. Once payment is posted, the invoice moves to Final card.