Billing Settings
Found in Agency Office Module, Home tab, Settings tool, Billing Settings tab.
| Field Name | Description |
|---|---|
Break Schedules at | How would you like to break schedules that cross over midnight. You can break schedules always at midnight, over week-ending only, or never break. |
Include Time Over Midnight Past The End Date for Non-OT Payers | Check this box to include in a billing cycle the entire schedule time for schedules that go past midnight of the end date of the billing period, for payers who are not billed for overtime. |
Charge Taxes on Mileage | Check this box to charge taxes on mileage incurred for payers to whom you bill mileage. |
Tax ID that Appears on an Invoice | Enter the Tax ID for your office that you want to appear on an invoice. |
Overtime Rate Factor | Choose the default overtime rate factor for billing for the office. |
Include Travel Time in Overtime | Check this box to include the time a caregiver spends travelling in the calculation of overtime. |
Round Billing Amounts to | Choose an option in this field to round off calculated billing amounts to fewer decimal places. (By default values are actually saved to up to 5 decimals of precision, with 3 shown.) |
Invoice Consolidation | Choose to consolidate multiple extra charge items into a single consolidated line item on the printed Invoice instead of separate items for each charge. (Each item will still be a separate calculated item in billing and on the Billing report.) |
External Billing Package | Choose which Billing interface(s) to which you will export Posted Billing. The selection(s) made here will influence which export options show in the Billing Module. |
Overtime Setup