Invoice
Create and manage service invoices.
By Emma and 1 other2 authors22 articles
- Create an invoice run and periodIn this article, we explain how to create invoice runs with periods.
- Add bank details to invoiceIn this article, we explain how to add bank details to your invoices.
- Quickbooks online for invoicingIn this article, we explain how to import Quickbooks online for invoicing.
- Create or amend an invoice formatIn this article, we will explain how to create or amend an invoice format.
- Add ad hoc notes to invoicesIn this article, we explain how to add ad hoc notes to invoices.
- Manage ad hoc invoicesIn this article, we explain how to add, find and delete ad hoc invoices.
- Apply and increasing public holiday invoice ratesIn this article, we explain how to change the invoice rate for public holidays.
- Visits missing on invoice after changing the service funder's invoice runIn this article, we explain how to resolve visits not appearing on the invoice after changing the funder's run.
- Change what invoice run a funder is onIn this article, we explain how to change which invoice run a funder is on.
- Invoice rate showing as £0 on visitsIn this article, we explain why your visit is showing as £0 and how to resolve this.
- Remove supplements from an invoiceIn this article, we explain how to remove supplements from an invoice.
- Create and allocate an invoice rate sheetIn this article, we explain how to create and allocate an invoice rate sheet.
- Change invoice logoIn this article, we explain how to change your invoice logo.
- Export an invoiceIn this article, we explain how to export invoice data to Excel.
- View all the invoices for one service userIn this article, we explain how you can view all the invoices for one service user.
- Credit an already issued invoiceIn this article, we explain how to credit an already issued invoice.
- Attach an invoice rate export format to an invoice runIn this article, we explain how to attach an invoice rate export format to an invoice run.
- Change invoice delivery methodIn this article, we explain how to update how invoices are delivered to invoice contacts.
- Update invoice payment statusIn this article, we explain how to manually update your invoice payment status or automatically track payments through Access PaySuite.
- Split invoice rates across timeframesIn this article, we explain how to split invoice rates when visits span different time bands or rate periods.
- Amend the invoice number the system starts withHow to amend the invoice number that the system starts with.
- Cancelled visit showing on the wrong invoice periodIn this article, we explain how to amend an invoice if a cancelled visit is showing.