Financial
Rates, invoicing & payroll
By Dec and 1 other2 authors37 articles
- Capture different pay rates within one carer contract
- Swap Contracts in Bulk
- How to create Service Contract TypesHow to create Service Contract Types for clients in your environment
- How to add a finish date to a client contract to make the contract inactiveIf a client no longer requires your services, how to deactivate their contract
- How to assign a Service Contract Type to a client to make the client activeHow to add a Service Contract Type for a client in your environment
- Invoicing: VAT + tax calculationsHow CareLineLive rounds tax + VAT calculations
- Service contracts: invoicing rounding precisionControl how many decimal places are kept when billing for bookings
- Invoice Runs: PrerequisitesWhat you need to check before generating an invoice run
- Invoicing
- Creating a Standalone Client Invoice
- Split Billing
- Use a Reference Number on Invoices
- Invoice Settings
- Invoice Run TemplatesCreate templates of invoice runs to help save time with finances.
- Number SchemesMore detailed customisation for invoice numbering
- One-off credit/debit transactions
- Global Buyers
- Assigning a Buyer to a Client
- Invoice Settings for Buyers
- Invoices: Payment Methods
- Setting Up Tax Types
- Change billing options for a booking
- Mark An Invoice As Paid
- Generating an invoice runCalculate invoices for a period